James Robinson Minor

Employer firm

Red Oak Capital Advisors CRD 159665

$10.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1998 → Present
  Ball & Minor Cpa Pa
  Fuquay-Varina, NC

Previous Registrations

• 2009-04-24 → 2011-04-27
  Hornor, Townsend & Kent, Llc
  Fuquay Varina, NC
  Morrisville, NC
  Fuquay Varina, NC
• 2004-04-12 → 2008-01-08
  Equitable Advisors, Llc
  New York, NY
  Fuquay Varina, NC
  Fuquay Varina, NC

Other Businesses

1) MINOBALL LLC. RENTAL. MEMBER SINCE 4/1/01. 10 HRS. MONTHLY. NO COMPENSATION. NOT INVESTMENT RELAED. 2) DEVELOPMENT BY THE NUMBERS INC; REAL ESTATE DEVELOPMENT; PRESIDENT 7/26/2004. NOT INVESTMENT RELATED. 3) SALMON PLANNING HAVEN PLLC, PRESIDENT 1/1/2023, TAX AND ACCOUNTING RELATED 4) J&K PROPERTIES OF FUQUAY LLC. RENTAL PROPERTY. NO COMPENSATION. NOT INVESTMENT RELATED. 5) JB10 LLC. RENTAL PROPERTY. NO COMPENSATION. NOT INVESTMENT RELATED. 6) INFINITE STORAGE FV LLC. RENTAL PROPERTY. NO COMPENSATION. NOT INVESTMENT RELATED. 7) GC WOLVERINE PROPERTIES LLC. RENTAL PROPERTY. NO COMPENSATION. NOT INVESTMENT RELATED. 8) CORRAL OF SMITHFIELD LLC. RENTAL PROPERTY. NO COMPENSATION. NOT INVESTMENT RELATED. 9) NICCUBALLING LLC. RENTAL PROPERTY. NO COMPENSATION. NOT INVESTMENT RELATED. 10) BS EM LLC. RENTAL PROPERTY. NO COMPENSATION. NOT INVESTMENT RELATED. 11) REARDON LAND COMPANY INC. REAL ESTATE DEVELOPMENT. NOT INVESTMENT RELATED 12) JAKADACOHO LLC REAL ESTATE DEVELOPMENT. NOT INVESTMENT RELATED. 13) GALT & REARDON LLC RENTAL PROPERTY. NO COMPENSATION. NOT INVESTMENT RELATED. 14) LARRY CURLY MOE LLC. RENTAL PROPERTY. NO COMPENSATION. NOT INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2000-12-16

Designations

• Certified Financial Planner

Other Names

• Jim R Minor
• James R Minor