linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Thomas Platt

Silver OAK Securities, Inc.

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

About John Thomas Platt

John Thomas Platt is a financial advisor who has been in the industry since January 22, 2004. John is currently registered with Silver Oak Securities, Inc. and is licensed in Florida and New Jersey. John's previous experience includes Lincoln Financial Securities Corporation, Intersecurities, Inc., and Allstate Financial Services, LLC. John specializes in portfolio management for individuals and businesses.

Firm Information

John Platt 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.

John Platt’s Registration & Firm History

NJ

03/05/2018 - Present

Silver OAK Securities, Inc. (Sewell NJ)

NJ

10/15/2008 - 03/12/2018

LINCOLN FINANCIAL SECURITIES CORPORATION (SEWELL NJ)

NJ

08/01/2006 - 10/23/2008

INTERSECURITIES, INC. (SEWELL NJ)

NJ

03/02/2006 - 07/17/2006

ALLSTATE FINANCIAL SERVICES, LLC (CHERRY HILL NJ)

FL

01/08/2004 - 03/10/2006

INTERSECURITIES, INC. (ST. PETERSBURG FL)

Not sure if John Thomas Platt is right for you?

Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Thomas Platt.
Not sure if John Thomas Platt is right for you?