Charles Howard Fitzpatrick
Investment Adviser Representative at Silver OAK Securities, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Charles Howard Fitzpatrick is an investment adviser representative with Silver OAK Securities, Inc. in Surfside Beach, SC, where they have been registered since 2025. They have worked in the securities industry since 1998 and have been registered with 7 firms, including United Advisor Group and Cambridge Investment Research Advisors, Inc. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in South Carolina.
Registrations & licenses
- Investment adviser:
- South Carolina
- Broker:
3 states and territories
New York, North Carolina, South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Benefit Financial ServicesDec 1999 – no end date reportedMyrtle Beach, SC
- INVEST Financial CorpOct 2008 – Nov 2017Tampa, FL
- Cambridge Investment Research Advisors, Inc.Dec 2017 – Feb 2023Fairfield, IA
- Silver Oak SecuritiesFeb 2023 – no end date reportedJackson, TN
- United Advisor GroupFeb 2023 – Dec 2025Cincinnati, OH
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Silver OAK Securities, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Full range of products and services including a wealth management platform designed to simplify digitization, connecting financial leaders to advisors' businesses, with tools covering front office to back office needs.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 114
- Offices listed on AdvisorFinder:
- 62
- Main office:
- Jackson, TN
- Founded:
- 1999
- SEC file number:
- 801-71178
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 9, 2026
View full firm profileOther advisors at Silver OAK Securities, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charles Howard Fitzpatrick has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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