Billy Charles Brown

ChFC

5 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

Arlington, TN

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History

Regulatory History (1)

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Judgment / Lien

July 2023

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Other Business ActivitiesSells Insurance

Billy operates Brown Financial Services as a DBA, working as a registered representative and multiline insurance agent offering various insurance products, dedicating nearly full-time hours to this. He also works full-time as a Personal Financial Counselor for Magellan Federal, providing financial services at military installations.

Employment History

Previous Registrations

Horace Mann Investors, INC.Broker

May 2020 - February 2021 · 9 mos

State Registrations3 states

ARMSTN

AdvisorBrokerBoth

Exams

No exam information available for this advisor.