Charles Howard Fitzpatrick
Investment adviser representative at Silver Oak Securities, Inc.
27 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
27 years in the industry.
- Silver Oak Securities, IncorporatedFeb 2023 to now
- Benefit Financial ServicesDec 1999 to now
- United Advisor GroupFeb 2023 to Dec 2025
- Cambridge Investment Research Advisors, Inc.Dec 2017 to Feb 2023
- Invest Financial CorpOct 2008 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2000
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
- 2980286
- Firm CRD
- 46947