Red Oak Capital Advisors

Red Oak Capital Advisors (CRD# 159665) is a financial advisory firm headquartered in Fuquay Varina, NC. They manage $10,489,559 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $197,916
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Red Oak Capital Advisors
Showing 1 - 1 of 1 top financial advisors.
1
James R. Minor
CRD#: 4262219
1001 Procure St, Suite 101, Fuquay Varina, NC 27526
96
Wealthminder
score

James Minor (CRD# 4262219) is an Investment Advisor Representative working at Red Oak Capital Advisors in Fuquay Varina, NC and has over 17 years of experience in the finance industry. James Minor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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