TrueAdvisor
TrueAdvisor
AH
AH

Alex Holliman

Silver Oak Securities, INC.
20 Years of Experience
Columbus, MS
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Alex Holliman is a registered investment advisor at Silver Oak Securities, INC., based in Columbus, MS, with 20 years of industry experience. Alex is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B in assets under management.

Silver Oak Securities, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
165 advisors
Number of Clients
8,746 clients
Average Client Portfolio
$280K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2021
View Full SEC ReportHow to Read Disclosures
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 · 4 yrs 4 mos
Silver Oak Securities, INC.
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Silver Oak Securities, INC.
May 2020 - October 2021 · 1 yr 5 mos
Silver Oak Securities, IncorporatedBroker
February 2020 - October 2021 · 1 yr 8 mos
Addicus Advisory, LLC
December 2016 - September 2017 · 9 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 Registrations4 states
ALCOMSWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Columbus, MS →All financial advisors in Mississippi →