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Andrew D Martin

Silver OAK Securities, Inc.

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About Andrew D Martin

Andrew Martin is a financial professional with over 30 years of experience in the industry. Andrew currently works at Silver Oak Securities, Inc. Andrew has also worked at Girard Securities, Inc., AIG Financial Advisors, Inc., Spleman & Co., Inc., Sentra Securities Corporation, Hornor, Townsend & Kent, Inc., and J.C. Bradford & Co. Andrew is licensed in Arkansas, Florida, New York, Tennessee and Texas. Andrew holds Series 7, 24, 52TO, 53, 63, and 66 securities licenses. Andrew's specializations include financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Andrew Martin is currently registered with Silver OAK Securities, Inc.. Silver OAK Securities, Inc. is a corporation headquartered in JACKSON, TN, formed in January 1998. The firm, which is registered with the SEC and in 52 states, provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Silver OAK Securities, Inc. manages approximately $1.46 billion in assets for over 10,000 clients, including high-net-worth individuals and individuals other than high-net-worth. They also offer advisory services related to the selection of other advisors.
Silver OAK Securities, Inc.

403 N. PARKWAY

JACKSON, TN 38305

$1.46B

Assets Under Management

Not reported

Total Clients

127

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Martin’s Registration & Firm History

TN

01/31/2021 - Present

Silver OAK Securities, Inc. (Nashville TN)

TN

07/15/2008 - 10/23/2017

GIRARD SECURITIES, INC. (NASHVILLE TN)

TN

10/31/2005 - 07/16/2008

AIG FINANCIAL ADVISORS, INC. (NASHVILLE TN)

AZ

09/12/1995 - 10/31/2005

SPELMAN & CO., INC. (PHOENIX AZ)

AZ

03/11/1996 - 12/09/1999

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

PA

07/23/1991 - 09/06/1995

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

NY

01/04/1990 - 07/25/1991

J.C. BRADFORD & CO. (NEW YORK NY)

NY

01/23/1985 - 01/03/1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/02/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/21/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/31/2006

Series 53 - Municipal Securities Principal Examination

BC

Issued 08/03/1995

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew D Martin.
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