Larry Jay Moss
Investment adviser representative at Silver Oak Securities, Inc.
29 yearsExperience
2 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, IncorporatedJan 2025 to now
- Moss Wealth Advisors, LLCJul 2007 to now
- LPL Financial LLCJan 2021 to Jan 2025
- Northwest BankJan 2021 to Jan 2025
- Silver Oak Securities, Inc.Sep 2018 to Jan 2021
- Securities Service NetworkDec 2012 to Sep 2018
- Ssn Advisory, IncDec 2012 to Sep 2018
- Moss Wealth: Financial Resource AdvisorsJun 1997 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 3036022
- Firm CRD
- 46947