Preston Christian
Investment adviser representative at Silver Oak Securities, Inc.
10 yearsExperience
2 statesRegistered in
ChFC®Designation
$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
10 years in the industry.
- Silver Oak Securities, IncorporatedNov 2025 to now
- Ameriprise Financial Services, LLCApr 2025 to Oct 2025
- Citizens Securities Inc.,Jun 2023 to Mar 2025
- Woodbury Financial Services IncJul 2018 to Jun 2023
- Hancock/whitney BankMar 2018 to May 2018
- Hancock/whitney Investment Services, Inc.Mar 2018 to May 2018
- Capital One Investment Services, LLC.Sep 2015 to Mar 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (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
- 6146610
- Firm CRD
- 46947