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William F
Series 63, Series 65
Memphis, TN
Red Oak Advisors LLC
William French III is a financial advisor at Red Oak Advisors LLC in Memphis, TN, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, UBS Financial Services, and PURSHE KAPLAN STERLING INVESTMENTS. He has been with Red Oak Advisors since 2018. Red Oak Advisors primarily serves individual clients along with trusts, retirement plans, and business entities, providing discretionary portfolio management, financial planning, and access to separately managed accounts without a formal account minimum. The firm uses a combination of fundamental, technical, and cyclical analysis and offers a range of trading strategies, with additional business-oriented services such as corporate structure analysis and real estate evaluation.
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