James B. Plair, Jr., ChFC®, CLU®
Partner
My background provides me with unique qualifications to address your insurance and investment needs. In addition to the wealth of knowledge available through Oak Capital Management, I can work with teams of specialists throughout Equitable Advisors’ national network of financial professionals to bring you well-rounded advice and guidance.
I have been in the industry and a registered representative of Equitable Advisors since attaining my B.S. degree in Finance from Clemson University in 1985. My designations and achievements include the ChFC and CLU designations. I have been involved in the Mt. Pleasant community through my participation in Mt. Pleasant Rotary Club, where I served as past President, and I also served 7 years on Mt. Pleasant Planning Commission. I am a life long resident of Mt. Pleasant as well as a life long member of St. Andrews Church.
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.