Silver Oak Securities, Inc, a leading Hybrid RIA championing the spirit of the independent advisor by marrying the autonomy and individuality smaller firms embrace with the back-office power and support typically reserved for large broker-dealer institutions, is driving a recruiting blitz to attract and serve top advisory talent. Silver Oak’s investment in new technology, marketing capabilities and compliance resources drew in six new financial professionals in Q4 2021 to their rapidly growing organization, which already supports 157 financial professionals across 140 locations.
Also Read: Aprimo Named a Leader in DAM for Customer Experience by Independent Research Firm
“Today’s financial professional doesn’t want to be a voiceless number in a behemoth organization that can’t or won’t entertain new, innovative ways of doing business,” explained Billy Hopkins, President and CEO of Silver Oak Securities. “We’re creating an environment that encourages individuality and independence, welcomes disruptive thinking and empowers financial professionals to regain control of the way they serve their clients. ‘Can’t’ isn’t part of the Silver Oak culture.”
As the industry’s evolution continues, accelerated by the pandemic, financial professionals are increasingly cognizant of the need to embrace change and the advantages of working at a firm that allows them to do so without sacrificing the structure and support that characterize traditional broker-dealers.
Creating a Transformative Experience
In Q4 2021, Silver Oak welcomed six new financial professionals across five states.
Dave Feltz and Brian Hosan joined from Ledge Rock Advisors, LLC–a Securities America firm. As the majority of their business focuses on advisory services, Feltz and Hosan found a true support system in Silver Oak, allowing them to provide a transformative client experience.
About Silver Oak Securities, Inc.
Silver Oak Securities, Inc. is an independent, full-service Broker Dealer and SEC Registered Investment Advisor focused on serving the needs of independent wealth advisors who foster strong, trusted relationships with their clients. The firm is a member of the Financial Industry Regulatory Authority and the Securities Investors Protection Corporation. Founded in 1999 by Principals with deep investment management and compliance experience spanning 40 years, Silver Oak is based in the heart of the southern U.S. Corporate headquarters are located in Jackson,