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Kelley Anne Harrell

Silver OAK Securities, Inc.

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About Kelley Anne Harrell

Kelley Anne Harrell is a registered representative with Silver Oak Securities, Inc. and has been in the industry since June 17, 2018. Kelley specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for both individuals and businesses. Kelley has held previous positions with Royal Alliance Associates, Inc. and Securities Service Network, LLC.

Firm Information

Kelley Harrell 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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Kelley Harrell’s Registration & Firm History

TN

08/30/2021 - Present

Silver OAK Securities, Inc. (Knoxville TN)

AZ

11/03/2020 - 09/01/2021

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

TN

06/18/2018 - 11/03/2020

SECURITIES SERVICE NETWORK, LLC (Knoxville TN)

NE

09/22/2020 - 11/02/2020

SECURITIES AMERICA, INC. (LAVISTA NE)

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Licenses & Designations

BC

Issued 01/21/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelley Anne Harrell.
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