Robert
Dimarino

Red Oak Financial Group

CRD#6461863
Investment Advisor
in Towson, MD

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About this Advisor

Robert Dimarino is a financial advisor based in Towson, Maryland, working with Red Oak Financial Group. Robert has previously held positions at Compton Financial Group, LLC, Harte Hanks, and Lpl Financial, LLC. Robert has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Robert is part of Red Oak Financial Group, which operates out of Towson, Maryland. The firm has 20 employees and manages assets totaling $721.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Red Oak Financial Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

403 Allegheny Avenue
Towson, MD 21204

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Red Oak Financial Group Brokerage Details

Total Assets Under Management

$721,019,163

MD Average: $6,889,882,315
Total Number of Employees

20

MD Average: 45
Total Number of Accounts

1,565

MD Average: 765
Average Account Size

$460,715

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Robert Dimarino Work History

2015 - Present (10 years)

Compton Financial Group, LLC

2015 - Present (10 years)

Lpl Financial, LLC

2010 - 2014 (4 years)

Harte Hanks

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Robert Dimarino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Red Oak Financial Group

Aaron Tyburski
Towson, MD
David Feeley
Towson, MD
Jonathon Defeo
Towson, MD
Robert Dimarino
Towson, MD
Robert Compton
Towson, MD
Christopher Compton
Towson, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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