Joanna Slade (CRD# 2472370) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Ponchatoula, LA and has over 23 years of experience in the finance industry. Joanna Slade has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3149319
J.p. Morgan Securities LLC
CRD# 1229161
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2895990
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silver Oak Securities, Inc. | Jackson, TN | Apr 2024 - Current | < 1 |
| Lincoln Financial Securities Corporation | Hammond, LA | Jul 2008 - Apr 2024 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
- LA
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Total Assets Under Management1,463MILLIONS
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Total Number of Accounts10,311ACCOUNTS
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Average Account Value$141,919
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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