Dennis Holliman
Dennis Holliman is a registered investment advisor at Silver Oak Securities, INC., based in Columbus, MS, with 38 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
2500 Military Road, Suite 9, Columbus, MS, 39705
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dennis is the president of Holliman Group LLC, which operates and services his life insurance business, taking about a quarter of his time. He is also a co-partner in Holliman Family Enterprises for estate and tax planning, dedicating a few hours per week, and a co-partner in The DBH Limited Partnership, though it is not currently utilized.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Silver Oak Securities, INC.
Previous Registrations
Householder Group Estate & Retirement Specialists
LPL Financial LLCBroker
LPL Financial LLC
Mutual Service Corporation
Mutual Service CorporationBroker
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Jefferson-Pilot Investor Services, INC.Broker
Walnut Street Securities, INC.Broker
Lamarco, INC.Broker
Jefferson-Pilot Investor Services, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.