Robert Murry Young
Investment adviser representative at Silver Oak Securities, Inc.
11 yearsExperience
1 stateRegistered in
$2.4BFirm assets
16 yearsFirm in business
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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, IncorporatedMay 2026 to now
- Core GroupOct 2025 to Mar 2026
- LPL Financial LLCAug 2025 to Oct 2025
- First HorizonJun 2025 to Oct 2025
- Raymond James & AssociatesNov 2023 to May 2025
- UBSMar 2023 to Nov 2023
- Guitareffectspedals.comJan 2018 to Mar 2023
- Self EmployedJan 2018 to Jan 2023
- Jewelry Television (jtv)Jan 2017 to Jan 2018
- Knox County SchoolsAug 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7699304
- Firm CRD
- 46947