Oak Capital Management, LLC

Our firm is committed to establishing and nurturing long-term relationships with individuals, families, and businesses who need and value collaborative financial advice. We serve our clients as unique partners requiring individualized strategies to meet their financial goals. With a combined experience of over 150 years and a dedication to continued education, we offer an objective perspective on our clients’ finances. We help them make informed decisions so they can feel good about their wealth. Above all else, we are dedicated to high-value reliable service and excellence; creating comprehensive financial strategies – because it’s the right thing to do. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Oak Capital Management, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: https://bit.ly/2f98X9d AGE-163541(02/22)(exp.02/26)

网站

https://www.oakcapitalmgt.com

Oak Capital Management, LLC的外部链接

所属行业

金融服务

规模

11-50 人

总部

Mount Pleasant，South Carolina

类型

合营企业

创立

2010