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Edwin Alexander McKnight

Silver OAK Securities, Inc.

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About Edwin Alexander McKnight

Edwin McKnight is a financial advisor with Silver OAK Securities, Inc. Edwin has been in the industry since 1987. Edwin is a Registered Representative and Investment Adviser Representative in Tennessee. Edwin has a Series 6, Series 26, Series 63, and Series 65 licenses. Edwin's specialties include financial planning, pension consulting, and portfolio management for individuals and businesses. Edwin's previous employers include Securities America, Inc. and Securities Service Network, LLC.

Firm Information

Edwin McKnight 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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Edwin McKnight’s Registration & Firm History

TN

09/22/2023 - Present

Silver OAK Securities, Inc. (Murfreesboro TN)

TN

09/18/2020 - 09/25/2023

SECURITIES AMERICA, INC. (MURFREESBORO TN)

TN

11/13/2012 - 09/18/2020

SECURITIES SERVICE NETWORK, LLC (MURFREESBORO TN)

TN

05/17/1998 - 11/14/2012

WOODBURY FINANCIAL SERVICES, INC. (MURFREESBORO TN)

IN

03/26/1991 - 04/23/1998

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

03/26/1991 - 04/23/1998

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

IL

03/03/1987 - 12/31/1990

HISTORIC SQUARE EQUITIES, INCORPORATED (CHICAGO IL)

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Licenses & Designations

IA

Issued 08/01/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/19/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/29/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edwin Alexander McKnight.
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