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Homer Andrew Farr

Investment adviser representative at Silver Oak Securities, Inc.
20 yearsExperience
1 stateRegistered in
$2.4BFirm assets
16 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

20 years in the industry.

  1. Silver Oak Securities, IncorporatedMar 2023 to now
  2. Lincoln Financial Securities CorporationJan 2017 to Mar 2023
  3. Suntrust Advisory ServicesAug 2016 to Jan 2017
  4. Suntrust Investment Services, IncApr 2006 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 1 state (SC).

Silver Oak Securities, Inc.

Legal name: Silver Oak Securities Incorporated

$2.4BAssets managed
8,746Clients
110Advisers
16 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2205140
Firm CRD
46947
Advisor's SEC record (opens in a new tab)
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