Red Oak Advisors LLC

Red Oak Advisors LLC (CRD# 288289) is a financial advisory firm headquartered in Memphis, TN. They manage $39,500,000 in 151 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5100 Poplar Ave, Suite 2749, Memphis, TN 38137
http://www.redoakadvisorsllc.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $261,589
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Red Oak Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
William French Iii, financial advisor Memphis TN
William H. French Iii
CRD#: 1730784
Memphis, TN

William French Iii (CRD# 1730784) is an Investment Advisor Representative working at Red Oak Advisors LLC in Memphis, TN and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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