Gary
Lavallee

Silver Oak Securities, Inc

CRD#1493834
Investment Advisor
in East Longmeadow, MA

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About this Advisor

Gary Lavallee is a financial advisor based in East Longmeadow, Massachusetts, working with Silver Oak Securities, Inc. Gary has previously held positions at Field Eddy Insurance, Commonwealth Financial Network, Mjp Associates, Inc, National Planning Corporation, Kovack Securities, Inc, Kovack Advisors, Inc, and Silver Oak Securities, Inc. Gary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Gary is part of Silver Oak Securities, Inc, which operates out of East Longmeadow, Massachusetts. The firm has 76 offices and 105 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Silver Oak Securities, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

96 Shaker Rd
East Longmeadow, MA 01028

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Silver Oak Securities, Inc Brokerage Details

Total Assets Under Management

$1,463,326,334

MA Average: $730,596,643
Total Number of Employees

105

MA Average: 15
Total Number of Accounts

10,311

MA Average: 968
Average Account Size

$141,919

MA Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Gary Lavallee Work History

2022 - Present (3 years)

Silver Oak Securities, Inc

2017 - 2022 (5 years)

Kovack Securities, Inc

2017 - 2022 (5 years)

Kovack Advisors, Inc

2015 - 2015 (< 1 year)

Mjp Associates, Inc

2015 - 2016 (1 year)

National Planning Corporation

2013 - 2014 (1 year)

Commonwealth Financial Network

2011 - 2014 (3 years)

Field Eddy Insurance

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Gary Lavallee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Silver Oak Securities, Inc

Jeremy Saham
Beachwood, OH
Danny Delgado
Chicago, IL
Samuel Zurcher
West Des Moines, IA
Joanna Habegger
Indianapolis, IN
Michael Ohmstede
Lexington, KY
Alvin Smith
Brentwood, TN
Erik Hoffman
Florence, KY
Aubrey Gibbs
Alpharetta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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