Christopher T. Miller is a founding member and Senior Partner of Oak Capital Management, LLC. Chris got his start in the financial services industry in 1998 when he joined Equitable Advisors. In 2001, he was asked to serve as a Divisional Vice President in the Upstate of South Carolina. He helped to develop advisors and staff during his nine years in this role. Chris stepped away from Equitable management to join Troy Barrentine, Managing Partner, and the other Senior Partners to form Oak Capital Management, LLC in 2010.
Chris works alongside clients to create a game plan for financial success. Having clients with a variety of circumstances and income levels, he creates a road map using real world strategies. Chris has a passion for solving the retirement planning puzzle. Retirement planning requires more than saving for retirement; it must incorporate carefully executed distribution strategies.
Since receiving his CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation, Chris has also earned the Chartered Financial Consultant (ChFC) and Retirement Income Certified Planner (RICP) designations. In addition, he also holds FINRA Series 6, 7, 63, 65, and 24 licenses.
Chris has a bachelor’s degree from the College of Charleston and has subsequently earned his Master of Science in Financial Services from the American College of Financial Services with a concentration in Retirement Planning.
Outside of the office, Chris likes to stay active and enjoys all that the Upstate has to offer.
To schedule an introductory call with Chris, go to https://calendly.com/christopher-miller-oakcapitalmgt/15min
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.