Billy Charles Brown
Investment adviser representative at Silver Oak Securities, Inc.
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Silver Oak Securities, IncorporatedJun 2021 to now
- Houston Levee Community CenterApr 2018 to Jan 2022
- Horace MannOct 2015 to Feb 2021
- Horace Mann Investors Inc.Oct 2015 to Feb 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 6545889
- Firm CRD
- 46947