Alex Justin Holliman

19 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Silver Oak Securities, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

174 advisors

Number of Clients

8,671 clients

Average Client Portfolio

$234K average

Assets Under Management

$2.0B

Fee Structure

Minimum Investment:None

Location

2500 Military Road, Suite 9, Columbus, MS, 39705

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History

Regulatory History (1)

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Employment Separation After Allegations

October 2021

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Other Business ActivitiesSells Insurance

Alex is an employee of Holliman Group LLC, involved in the insurance business, office management, accounting, scheduling, and maintenance, dedicating full-time hours to this role. Alex is also President of AJH Management LLC, focusing on sales and service related to Medicare Supplements and Fixed Life Insurance, spending about a quarter of their time on this.

Employment History

Current Registrations

Silver Oak Securities, IncorporatedBroker

June 2022 - Present · 3 yrs 8 mos

Silver Oak Securities, INC.

June 2022 - Present · 3 yrs 8 mos

LPL Financial LLCBroker

September 2009 - April 2016 · 6 yrs 7 mos

LPL Financial LLC

September 2009 - March 2016 · 6 yrs 6 mos

Mutual Service Corporation

August 2007 - September 2009 · 2 yrs 1 mo

Mutual Service CorporationBroker

June 2005 - September 2009 · 4 yrs 3 mos

Ffp Securities, INC.Broker

April 2002 - July 2005 · 3 yrs 3 mos

State Registrations2 states

ALMS

AdvisorBrokerBoth

Exams

No exam information available for this advisor.