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Autumn Marie Mower

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
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
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Location

6110 McFarland Station Drive, Suite 1006, Alpharetta, GA, 30004

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Autumn uses Black Oak Asset Management as a DBA for marketing purposes since January 2021. This activity is not investment-related.

Employment History
Current Registrations
Silver Oak Securities, INC.
January 2021 - Present · 5 yrs 1 mo
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.