George T. Holmes, IV, MBA, CFP®

George T. Holmes, IV, MBA, CFP®

Partner
Retirement Planning Specialist

Phone: (843) 849 - 7878
Fax: (843) 849 - 7644
E-mail:
At Retirement Group
 

As a financial professional with Oak Capital Management, LLC, and active member of the Charleston, SC community, I am dedicated to helping individuals and businesses build their financial futures.

To stay on top of my field and develop my professional skills, I’ve regularly attended industry training and certification programs.
 
This includes completing the curriculum and passing the exams for the:
  • CERTIFIED FINANCIAL PLANNERTM professional
  • FINRA Securities Registration: Series 7 and Series 66
  • Life, Accident & Health

I also earned an MBA from the Citadel.

My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. Rather than just recommending a combination of unrelated products, first I’ll consider your specific financial goals and investment objectives. Working together, we’ll formulate a strategy to help you address your goals. Then, if it is suitable, as a registered representative of AXA Advisors, LLC, and an insurance agent of AXA Network, LLC, I can recommend the appropriate products and services to help you execute your strategy.
 
Maintaining a strong sense of community and a solid professional foundation are very important to me. My family and I live on Daniel Island, SC.
 
The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.
 
CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® 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 AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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.