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Paul Raymond Tingley

Silver OAK Securities, Inc.

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About Paul Raymond Tingley

Paul Raymond Tingley is a financial advisor registered with Silver Oak Securities, Inc. Paul has over 30 years of experience in the financial services industry. Paul works with individuals and businesses to provide comprehensive financial planning, investment management, and insurance solutions. Paul is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7, Series 24, Series 51, Series 63, and Series 66 licenses.

Firm Information

Paul Tingley 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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Paul Tingley’s Registration & Firm History

IN

10/25/2018 - Present

Silver OAK Securities, Inc. (Martinsville IN)

IN

12/14/2012 - 09/23/2018

SECURITIES SERVICE NETWORK, LLC (Indianapolis IN)

IN

09/26/2000 - 12/21/2012

PROEQUITIES, INC. (GREENWOOD IN)

MA

01/16/1996 - 09/26/2000

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

MA

09/10/1993 - 10/03/1994

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

09/10/1993 - 10/03/1994

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

AL

06/13/1990 - 09/10/1993

PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)

MA

05/09/1986 - 07/30/1990

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

BOTH

Issued 07/14/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/08/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/28/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 03/20/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2000

Series 7 - General Securities Representative Examination

BC

Issued 05/08/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/23/1986

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Raymond Tingley.
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