Claim Profile
ZB

Zachary Scott Buckland

SILVER OAK SECURITIES INCORPORATED·JACKSON, Tennessee
Unclaimed Profile
403 N. PARKWAY, JACKSON, TN 38305CRD# 5988792Firm CRD# 46947
01

About

Zachary Scott Buckland 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
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# 5988792
Firm CRD# 46947
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in JACKSON?

Browse all registered financial advisors in JACKSON, Tennessee or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Zachary Scott Buckland offer?
Zachary Scott Buckland specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JACKSON, Tennessee for a consultation.
What are Zachary Scott Buckland's credentials?
Zachary Scott Buckland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary Scott Buckland located?
Zachary Scott Buckland 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 Zachary Scott Buckland charge for services?
Zachary Scott Buckland'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty