Andrew Robert Wallace
Investment adviser representative at Silver Oak Securities, Inc.
24 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
24 years in the industry.
- Comprehensive Financial Strategies, LLCFeb 2020 to now
- Silver Oak Securities, IncorporatedSep 2008 to now
- Cosey Financial Services, Inc.Jan 2007 to Jan 2020
- Continuing Education ProviderSep 2006 to Jan 2020
- Advisor for Life, Inc.Jun 2002 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 4367954
- Firm CRD
- 46947