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Robert Lester Compton

RED OAK Financial Group

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About Robert Lester Compton

Robert Compton is an investment advisor representative with Red Oak Financial Group. Robert has been in the financial services industry for over 40 years, with experience in various areas such as investment advisory services, portfolio management for individuals and businesses, and pension consulting. Robert is registered with the state of Maryland and holds licenses including Series 1, Series 6TO, Series 65, and SIE.

Firm Information

Robert Compton is currently registered with RED OAK Financial Group. RED OAK Financial Group is an investment advisor headquartered in TOWSON, MD. The firm has 7 investment advisor representatives and manages approximately $721 million in client assets. RED OAK Financial Group provides financial planning, pension consulting, and portfolio management services to individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans.
RED OAK Financial Group

403 ALLEGHENY AVENUE

TOWSON, MD 21204

$721.02M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Compton’s Registration & Firm History

MD

05/03/2018 - Present

RED OAK Financial Group (TOWSON MD)

IN

08/16/1993 - 06/22/2005

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

12/06/1978 - 06/22/2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NA

06/17/1982 - 01/03/1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

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Licenses & Designations

IA

Issued 02/19/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/1978

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Lester Compton.
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