Joanna Scardina Slade

Employer firm

Silver Oak Securities, Incorporated CRD 46947

$2.45B regulatory AUM 42 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2008 → 04/2024
  Lincoln Financial Securities Corporation
  Hammond, LA
• 04/2024 → Present
  Silver Oak Securities, Inc.
  Jackson, TN

Previous Registrations

• 2006-12-07 → 2024-04-29
  Osaic Fs, Inc.
  Ponchatoula, LA
  Ponchatoula, LA

Other Businesses

1) Member of Financial Planning Association,Is Investment Related,"150 S 7th Street, Suite A , Ponchatoula, LA, 70454, United States",FPAMembership,Membership,1995-01-01,0 hours per month,0 hours per month during trading hours,No Compensation Compensation,Membership in the FinancialPlanning Association 2) Membership - Louisiana Restaurant Association,Is Not Investment Related,"150 S 7th Street, Suite A, Ponchatoula, LA, 70454, UnitedStates",Membership,Membership,1995-08-01,0 hours per month,0 hours per month during trading hours,No Compensation Compensation,Membership 3) 150Properties LLC,Is Not Investment Related,"150 S 7th St, Ste A , Ponchatoula, LA, 70454, United States",Rental Properties,Owner/Manager,2019-02-01,20 hours permonth,20 hours per month during trading hours,Other Compensation,"Collect rents, manage operations of rental properties." 4) "Slade Tax Services, LLC",Is Not Investment Related,"150 S. 7th Street, Suite A, Ponchatoula, LA, 70454, United States",Tax Preparation/Bookkeeping Services,Enrolled Agent,1/15/2025,10 hours per month,6 hours per month during trading hours,Hourly Compensation,"Slade Tax Services was a DBA and is now an LLC, effective 1/15/2025. Hours per month increase during tax season." 5) "JoannS. Slade, CLU(r), CFP(r), EA",Is Not Investment Related,"150 S 7th Street, Ste A, Ponchatoula, LA, 70454, United States",Insurance Sales,Owner/Agent,1992-02-01,10hours per month,80 hours per month during trading hours,Commission Compensation,"Offering life, health and disability insurance, dental insurance, travelinsurance, fixed and indexed annuities, and Medicare products " 6) "Joanna S. Slade, Notary",Is Not Investment Related,"150 S 7th Street, Suite A, Ponchatoula, LA,70454, United States",Notary Services,Notary Public,1984-06-01,1 hours per month,1 hours per month during trading hours,Fee Based Compensation,NotaryServices

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-03-01

Designations

• Certified Financial Planner