Sharon
Melville
Silver Oak Securities, Inc
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About this Advisor
Sharon Melville is a financial advisor based in Salt Lake City, Utah, working with Silver Oak Securities, Inc. Sharon has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, E.K. Riley Investments, LLC, Securities Service Network, Securities America, Inc, Securities America Advisors, Inc, and Silver Oak Securities. Sharon has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas and Utah. Currently, Sharon is part of Silver Oak Securities, Inc, which operates out of Salt Lake City, Utah. The firm has 76 offices and 105 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Silver Oak Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Silver Oak Securities, Inc Brokerage Details
$1,463,326,334
105
10,311
$141,919
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Sharon Melville Work History
Silver Oak Securities
Securities America, Inc
Securities America Advisors, Inc
Securities Service Network
E.K. Riley Investments, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Sharon Melville to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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