Broker Check
Huy “Kevin”  Le

Huy “Kevin” Le

Financial Advisor

Kevin is committed to provide exceptional care and personalized wealth planning solutions for his clients and their families.

Through an established process of understanding a client's many complex needs, Kevin structures holistic financial plans that integrate portfolio construction, investment selection, risk management, cash flow analysis, and goal-based retirement planning. He is passionate in solving problems to improve each of his clients’ probability of retirement success.

Prior to joining Oak Capital Management, Kevin worked in financial planning and investment management roles at global financial services firms such as UBS and Merrill Lynch. He holds FINRA Series 7 and series 66 licenses.

Kevin currently resides in Summerville, SC. He has been involved with the Society of Asian Scientists and Engineers. Outside of the work, he enjoys spending time with his family, his fiancé, and their Shih Tzu pet, Mason.

 

Securities 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.