Red Oak Capital Advisors

Red Oak Capital Advisors (CRD# 159665) is a financial advisory firm headquartered in Fuquay Varina, NC. They manage $15,456,242 in 56 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1001 Procure St, Suite 101, Fuquay Varina, NC 27526
http://www.ballminorcpa.com
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $276,004
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
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 Minor, financial advisor Fuquay Varina NC
James R. Minor
CRD#: 4262219
1001 Procure St, Suite 101, Fuquay Varina, NC 27526

James Minor (CRD# 4262219) is an Investment Advisor Representative working at Red Oak Capital Advisors in Fuquay Varina, NC and has over 23 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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