Lori Marceil Barone
Investment adviser representative at Silver Oak Securities, Inc.
29 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$2.4BFirm assets
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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
29 years in the industry.
- Silver Oak Securities, IncorporatedOct 2025 to now
- Barone Financial GroupJan 1997 to now
- Osaic Wealth, Inc.Jun 2024 to Oct 2025
- Securities America Advisors, Inc.Sep 2020 to Jun 2024
- Securities America, Inc.Sep 2020 to Jun 2024
- Securities Service Network, IncJan 2010 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (IL, LA, TX).
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
- 2988502
- Firm CRD
- 46947