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James Robert Daria

Silver OAK Securities, Inc.

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About James Robert Daria

James Robert Daria is a financial professional with over 25 years of experience in the industry. James has a Series 6, Series 63, and SIE licenses. James is currently registered with Silver Oak Securities, Inc. in Ohio, Kentucky, Indiana, Florida, and North Carolina. James is a specialist in various investment areas including portfolio management, financial planning, and pension consulting. Previously, James worked at AVANTAX INVESTMENT SERVICES, INC. from 1996 to 2020. James is committed to helping individuals achieve their financial goals.

Firm Information

James Daria 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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James Daria’s Registration & Firm History

OH

10/30/2020 - Present

Silver OAK Securities, Inc. (Cincinnati OH)

OH

10/21/1996 - 11/02/2020

AVANTAX INVESTMENT SERVICES, INC. (CINCINNATI OH)

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Licenses & Designations

BC

Issued 12/13/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Robert Daria.
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