linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Seymour Ervin

Silver OAK Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Seymour Ervin

David Seymour Ervin is a registered representative with Silver Oak Securities, Inc. David has been in the securities industry since 1987. David is registered in nine states: Alabama, Florida, Georgia, Indiana, North Carolina, Pennsylvania, South Carolina, Tennessee, and Virginia. David is a Series 7, Series 24, and Series 63 licensed representative. David specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Prior to joining Silver Oak Securities, Inc., David was employed by Raymond James Financial Services, Inc. in Chattanooga, Tennessee.

Firm Information

David Ervin 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Ervin’s Registration & Firm History

TN

10/01/2013 - Present

Silver OAK Securities, Inc. (Knoxville TN)

TN

01/07/2000 - 10/01/2013

RAYMOND JAMES FINANCIAL SERVICES, INC. (CHATTANOOGA TN)

FL

01/03/1996 - 01/10/2000

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

NY

07/21/1987 - 01/16/1996

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

Not sure if David Seymour Ervin is right for you?

Licenses & Designations

BC

Issued 08/07/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for David Seymour Ervin. Review regulatory record here.
Not sure if David Seymour Ervin is right for you?