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Alex Holliman, CFS®, CAS®, CIS

Member in Good Standing
Silver Oak Securities Inc. · Columbus, MS
CFS® CAS® CIS
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About Alex

Alex is a graduate of the University of Mississippi with a Bachelors Degree in Business Administration. He received his FINRA Series 6 securities license in 2002 and joined First Financial Planners as an independent Registered Representative. He received his Certified Fund Specialist® designation in 2003 and Certified Annuity Specialist® designation in 2020. He continued as an independent Advisor Representative with LPL Financial until 2016 and then joined Addicus, a family office and RIA firm specializing in investment advisory and risk management services alongside its boutique private equity structuring practice. Alex joined Silver Oak Securities, Inc. in 2020 as an Advisor Representative. He holds FINRA Series 6, Series 63, and Series 65 securities licenses along with a MS & AL State Life & Health Insurance Producer license.

Education

Bachelors

Licenses

Series 6
Series 63
Series 65

IBF Designations

Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
Certified Annuity Specialist
Fixed, variable, and indexed annuities. Accumulation and distribution strategies.
Certified Income Specialist
Retirement income planning, withdrawal strategies, and distribution optimization.
Interested in earning an IBF designation? Explore all programs

Contact Alex

Silver Oak Securities Inc.
Columbus, MS
Email

At a Glance

IBF Designations 3
Member Since 2003
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Practitioner-Reviewed education since 1988
Profile verified · March 2026

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1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.