Unclaimed Profile

Andrew Robert Wallace

SILVER OAK SECURITIES INCORPORATED·JACKSON, Tennessee

SIE, Series 6, Series 7, Series 24, Series 63CFPClean record22 years registeredSILVER OAK SECURITIES INCORPORATED

403 N. PARKWAY, JACKSON, TN 38305CRD# 4367954Firm CRD# 46947

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Robert Wallace · JACKSON, TN

Registration

CRD #4367954 · SILVER OAK SECURITIES INCORPORATED · 22 years registered

Brand Profile

Not yet started

Career History

SILVER OAK SECURITIES, INC.

Jan 2020 – present

COSEY FINANCIAL SERVICES, INC.

Jan 2007 – Feb 2020

KNOXVILLE, TN

RAYMOND JAMES FINANCIAL SERVICES

Mar 2004 – Feb 2007

KNOXVILLE, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · March 9, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SILVER OAK SECURITIES INCORPORATED

CRD 46947 · SEC 801-71178

AUM

$1.5B

Regulatory assets under management

Employees

105

10,311 client accounts

Services offered by SILVER OAK SECURITIES INCORPORATED

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SILVER OAK SECURITIES INCORPORATED →

Introduction

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Frequently Asked Questions

What services does Andrew Robert Wallace offer?

Andrew Robert Wallace specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JACKSON, Tennessee for a consultation.

What are Andrew Robert Wallace's credentials?

Andrew Robert Wallace holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Andrew Robert Wallace located?

Andrew Robert Wallace is based in JACKSON, Tennessee, working with SILVER OAK SECURITIES INCORPORATED. Their office serves clients in the JACKSON metropolitan area and surrounding communities.

How does Andrew Robert Wallace charge for services?

Andrew Robert Wallace's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SILVER OAK SECURITIES INCORPORATED?

SILVER OAK SECURITIES INCORPORATED has approximately 105 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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