Robert
Dimarino
Red Oak Financial Group
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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
Services Offered
Fee Structure
Office Location
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Red Oak Financial Group Brokerage Details
$721,019,163
20
1,565
$460,715
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
Compton Financial Group, LLC
Lpl Financial, LLC
Harte Hanks
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
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
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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