Advisor at Red Oak investment Solutions LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Kinston, AL
Credentials
Series 63, Series 65
Industry experience
4 years
Louie Grimes Jr. is a financial advisor at Red Oak Investment Solutions LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Magnolia Wealth Management, LLC. Outside of advising, he is employed as a pharmacist at CVS Pharmacy. Red Oak Investment Solutions LLC provides financial planning and investment advice primarily through one-time written plans for individuals and high-net-worth clients. The firm’s approach incorporates modern portfolio theory and favors long-term trading with a focus on mutual funds, fixed-income securities, real estate funds, equities, ETFs, TIPS, and non-U.S. securities, without discretionary authority or ongoing trading responsibilities.
$200 per hour
Kinston, AL
Alabama
Red Oak investment Solutions LLC
2023 - Present (3 years)
Magnolia Wealth Management, LLC
2020 - 2021 (1 year)
CVS Pharmacy
2002 - Present (24 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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