A complete list of active advisors currently associated with Red Oak Advisors LLC
Warmer can help you find a great advisor at Red Oak Advisors LLC or one who fits your needs even better.
The firm provides investment advisory and financial planning services primarily to individual clients, but also to trusts, retirement plans and business entities. Services include discretionary portfolio management, written financial plans or consultations, and access to separately managed accounts through Schwab’s Managed Account Select and Access programs, and the firm does not impose a formal account minimum. The firm blends fundamental, technical (charting), and cyclical analysis and offers both long- and short-term trading strategies, including short sales and margin transactions; portfolios are reviewed at least quarterly and managers selected for SMA accounts are monitored on an ongoing basis. Clients may grant investment discretion or place reasonable restrictions, and the firm conducts in-person or telephone meetings to assess goals and risk before proposing investment plans. Compared with many solo independent advisers, the firm also provides business-oriented services such as corporate structure analysis, cost segregation studies, real estate analysis and mortgage/debt evaluations, and its principal maintains registrations as a broker-dealer representative and as an insurance agent — arrangements that can create potential conflicts of interest when commissionable products are recommended. The firm participates in Schwab’s institutional programs and receives related research and practice-support benefits while selecting third‑party managers for SMA programs.
To learn more about the advisors currently working at Red Oak Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Memphis, TN
| 38
|
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