Financial ADVSR advisor directory · SEC adviser records
Red Oak Financial Group financial advisors in Towson, MD
Every SEC-registered investment adviser representative at a Red Oak Financial Group office in Towson, A to Z.
The short answer
7 registered advisors work at Red Oak Financial Group in Towson, out of 7 at the firm nationwide; it ranks number 16 in the city by advisors. 3 list the CFP designation and 6 are also registered broker representatives.
Red Oak Financial Group advisors in Towson, A to Z
Every Red Oak Financial Group advisor →- Christopher P. ComptonCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Robert L. Compton Jr.Also a broker rep
- Robert L. Dimarino Jr.Also a broker rep
- David W. FeeleyCertified Financial Planner · Also a broker rep
- Maxwell C. KielyCertified Financial Planner · Also a broker rep
- Greg A. PyneInvestment adviser rep
- Jason M. SimmonsAlso a broker rep
Red Oak Financial Group advisors in every city and state →Red Oak Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Towson
All Towson advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 37Robert W. Baird & Co. Incorporated 30Greenspring Advisors, LLC 29Hb Wealth 22Strategic Advisers LLC 21Janney Montgomery Scott LLC 20LPL Financial LLC 12Charles Schwab & Co., Inc. 11Founders Financial Securities LLC 11Commonwealth Financial Network 10Sfg Wealth Management 8Bolton Investment 7
Questions
How many financial advisors does Red Oak Financial Group have in Towson?
7 investment adviser representatives are registered at Red Oak Financial Group offices in Towson, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 3 list the CFP designation and 6 are also registered as broker representatives.
Is Red Oak Financial Group one of the largest advisor employers in Towson?
Red Oak Financial Group ranks number 16 in Towson by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 37.
How do I check a Red Oak Financial Group advisor in Towson?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Red Oak Financial Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.