Louie Grimes is a registered investment advisor at Red Oak Investment Solutions LLC, based in Kinston, AL, with 4 years of industry experience. Louie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Location
Kinston, AL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Louie is employed as a pharmacist at CVS Pharmacy.
Employment History
Current Registrations
Red Oak Investment Solutions LLC
Previous Registrations
Magnolia Wealth Management LLC
State Registrations1 state
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