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Working at Silver Oak Securities

Zippia score 3.9

Overview

Revenue

Reviews

DemographicsCEO & Executives

Silver Oak Securities overview

Industry
Financial Institution
Revenue
$5.7M
Headquarters
Employees
107
Founded in
Website
Organization type
Private
Social media
Silver Oak Securities focuses on serving the needs of wealth advisors who foster strong, trusted relationships with their clients. Silver Oak Securities creates a unique structure that offers the strength and scale of a large financial institution with the flexibility of a smaller, boutique organization. Advisors have the advantage of the industry's strongest financial custodial platforms and technology from TD Ameritrade and Schwab while enjoying the flexibility of customized compliance, the independence of non-proprietary investment and insurance products, highly personalized service, and pricing arrangements to enhance advisor profitability.
Founded in 1999, Silver Oak Securities is an established company that loves to hire graduates from New Mexico State University, with 7.4% of its employees having attended New Mexico State University. Silver Oak Securities has established itself as a great place to work in Tennessee, and it is number 15 on Zippia's list of Best Companies to Work for in Jackson, TN.
Based in Tennessee, Silver Oak Securities is a small finance company with only 107 employees and an annual revenue of $5.7M.

Silver Oak Securities's mission statement

We believe that investment professionals provide tremendous value to their clients and that working with a financial professional is critical to a client's long term financial success. We strive to support and foster the growth of each practice and enhance client relationships.

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The team at Silver Oak Securities

  • The founders of Silver Oak Securities is Billy Hopkins.
  • The key people at Silver Oak Securities is Billy Hopkins.
Key people
Billy Hopkins

Silver Oak Securities rankings

Silver Oak Securities is ranked #71 on the Best Finance companies to work for in Tennessee list. Zippia's Best Places to Work lists provide unbiased, data-based evaluations of companies. Rankings are based on government and proprietary data on salaries, company financial health, and employee diversity.

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Silver Oak Securities diversity

7.7
Diversity score
We calculated Silver Oak Securities’s diversity score by measuring multiple factors, including the ethnic background, gender identity, and language skills of Silver Oak Securities’s workforce.
Silver Oak Securities diversity summary. Zippia estimates Silver Oak Securities's demographics and statistics using a database of 30 million profiles. Zippia verifies estimates with BLS, Census, and current job openings data for accuracy. We calculated Silver Oak Securities's diversity score by measuring multiple factors, including the ethnic background, gender identity, and language skills of Silver Oak Securities's workforce.
  • Silver Oak Securities has 107 employees.
  • 23% of Silver Oak Securities employees are women, while 77% are men.
  • The most common ethnicity at Silver Oak Securities is White (47%).
  • 33% of Silver Oak Securities employees are Hispanic or Latino.
  • 7% of Silver Oak Securities employees are Asian.
  • The average employee at Silver Oak Securities makes $61,254 per year.
  • Employees at Silver Oak Securities stay with the company for 3.3 years on average.

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Silver Oak Securities financial performance

7.8
Performance score

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    Updated March 14, 2024

    Zippia gives an in-depth look into the details of Silver Oak Securities, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Silver Oak Securities. The employee data is based on information from people who have self-reported their past or current employments at Silver Oak Securities. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Silver Oak Securities. The data presented on this page does not represent the view of Silver Oak Securities and its employees or that of Zippia.

    Silver Oak Securities may also be known as or be related to Silver Oak Securities, Silver Oak Securities Inc and Silver Oak Securities, Inc.