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LM

Lori Marceil Barone

Investment Adviser Representative at SILVER OAK SECURITIES, INC.

CRD #2988502Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
States Registered
18 states

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 18 states
ArizonaColoradoFloridaGeorgiaHawaiiIllinoisIndianaLouisianaMichiganMissouriNew MexicoNorth CarolinaOhioOklahomaTennesseeTexasWashingtonWisconsin

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

SILVER OAK Securities, INC. Form ADV Part 2A (Item 5), most recent annual amendment.

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lori Marceil Barone 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.

Lori Marceil Barone - Financial Advisor | AdvisorFinder