Billy Brown
Billy Brown is a ChFC-designated registered investment advisor at Silver Oak Securities, INC., based in Jackson, TN, with 6 years of industry experience. Billy 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
Jackson, TN
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Regulatory History (1)
Judgment / Lien
July 2023Other 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
Current Registrations
Silver Oak Securities, INC.
Silver Oak Securities, Incorporated
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Horace Mann Investors, INC.Broker
State Registrations3 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.
Exams
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