Lancaster, PA Harrington Dr. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$2,407,723,430
ClientsTotal clients
8,631
AdvisorsAdvisors at this office
3
Of 111 advisors across 74 offices
Location
1910 Harrington Dr.
Lancaster PA 17601
Advisors at this office
3
Advisors at this office
Bryce W
Series 66
Lancaster, PA
Silver Oak Securities, Incorporated
Bryce Wandell is a financial advisor at Silver Oak Securities, Incorporated with four years of industry experience. He holds the Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and Ambassador Advisors LLC. Outside of his primary role, he is also involved with Coram Deo, providing financial advice and insurance planning. Silver Oak Securities serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and trusts. The firm offers a variety of advisory programs with an emphasis on discretionary, customized investment management tailored to client objectives and risk tolerances.
David O
Series 66
Lancaster, PA
Silver Oak Securities, Incorporated
David Over Jr. is a financial advisor with Silver Oak Securities, Incorporated. He holds a Series 66 designation and has been in the industry since 2023 with prior experience at Coram Deo Advisors and Deerfoot Lodge. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, and other entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs and emphasizes discretionary investment management tailored to client objectives and risk tolerances.
David O
Series 66
Lancaster, PA
Silver Oak Securities, Incorporated
David Over is a financial advisor at Silver Oak Securities, Incorporated with 14 years of industry experience. He holds a Series 66 designation and has worked previously at American Portfolios Financial Services and Ambassador Advisors, LLC. Outside of his advisory role, he serves as president of the Manheim Township Mat Club, a wrestling booster organization, and is involved in philanthropic consulting through Coram Deo Advisors. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers individualized portfolio management, unified managed accounts, financial planning, and solutions for held-away retirement plan assets.
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