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Joshua Depaull Travis

SILVER OAK SECURITIES INCORPORATED·JACKSON, Tennessee
Unclaimed Profile
403 N. PARKWAY, JACKSON, TN 38305CRD# 4293362Firm CRD# 46947
01

About

Joshua Depaull Travis is a registered financial advisor based in JACKSON, Tennessee, affiliated with SILVER OAK SECURITIES INCORPORATED. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SILVER OAK SECURITIES INCORPORATED
SILVER OAK SECURITIES, INC.
AUM
$1.5B
Regulatory assets under management
Employees
105
Total firm employees
View all advisors at SILVER OAK SECURITIES INCORPORATED →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4293362
Firm CRD# 46947
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joshua Depaull Travis offer?
Joshua Depaull Travis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JACKSON, Tennessee for a consultation.
What are Joshua Depaull Travis's credentials?
Joshua Depaull Travis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Depaull Travis located?
Joshua Depaull Travis 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 Joshua Depaull Travis charge for services?
Joshua Depaull Travis'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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Other advisors in JACKSON
Jerry Dean Shobe — SILVER OAK SECURITIES INCORPORATEDSandra M Cobb — SILVER OAK SECURITIES INCORPORATEDJohn Edwin Denton — SILVER OAK SECURITIES INCORPORATEDEdwin Henry Jaffe — SILVER OAK SECURITIES INCORPORATEDWilliam Elliston Ii Hopkins — SILVER OAK SECURITIES INCORPORATED
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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