James Plair is a financial advisor and partner of Oak Capital Management, LLC. James has over 30 years of experience in the industry and joined the firm in 1985.
James is committed to serving his clients by utilizing the broad network of specialists throughout the Equitable Advisors’ national network. He ensures his clients receive well-rounded financial plans and advice. James has also been involved in the group health and ancillary insurance marketplace for 30 years and continues to help clients deal with this ever-changing and evolving area.
James received his bachelor’s degree in Finance from Clemson University. With his commitment to continued education, James has also attained the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. He also holds FINRA Series 6, 7, 63, and 65 registrations, as well as Life and Health Insurance licenses.
James is a life-long resident of Mt. Pleasant where he currently resides with his wife Kathy. He is also a life-long member of St. Andrews Church in the Old Village. Outside of the office, he dedicates his time to staying active in the local community and has served on the Mt. Pleasant Planning Commission and as president of the Rotary Club. James also enjoys swimming with his local master’s swim group and working with his interesting selection of plants.
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.
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