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Detailed Report
Megan Elizabeth Buchanan
CRD#: 7315217
IA
Investment Adviser
SILVER OAK ADVISORY GROUPCRD#: 108298 1130 SW MORRISON ST
STE 312
PORTLAND, OR 97205-2217
Registration History
2020202120222023202420252026IASILVER OAK ADVISORY GROUP (CRD# 108298)2020 - Present (4 years)
License(s)

State Registrations

IA
Oregon 11/20/2020
Current Registration(s)
IA
SILVER OAK ADVISORY GROUP (CRD#:108298)
1130 SW MORRISON ST STE 312, PORTLAND, OR 97205-2217
Registered with this firm since 11/20/2020
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.