Myrtle Beach, SC N. Oak Street Office

Team
Updated today
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Equitable Advisors

Institution

Firm-wide stats for Equitable Advisors

Total advisors

4,687

Across 972 offices

Clients per advisor

16 Very Low

Avg AUM per client

$609,299 High

HNW client ratio

47% Very High

About

Equitable Advisors advises individuals (including non‑HNW and high‑net‑worth clients), pension and profit‑sharing plans, corporations, charitable organizations and other institutional clients, offering financial planning, retirement plan consulting, and a range of asset‑management programs. Its services are delivered through a network of Investment Adviser Representatives (IARs) and include firm‑offered programs (notably the SAM program) as well as referrals to third‑party asset managers and LPL‑sponsored advisory programs.

The firm’s client work is built around gathering personal and plan information, assessing risk tolerance, and matching clients to program models or discretionary managers; many advisory models are implemented by third‑party TAMPs or LPL (OMP, MWP, PWP, Manager Select) while certain IARs act as portfolio advisors within SAM and, with client consent, may exercise discretion. Equitable’s advice and implementation tools cover mutual funds (including affiliate 1290 Funds and AllianceBernstein funds), ETFs, separately managed accounts, and select alternative investments such as non‑traded REITs and BDCs, and it provides ERISA fiduciary services to qualified plans through credentialed IARs.

Noteworthy distinctions for this firm include that it does not sponsor its own wrap fee program and does not advertise hypothetical performance, instead relying on third‑party program sponsors and endorsed TAMPs for most wrap‑style and model delivery. Its affiliation with a publicly traded parent, the announced merger of equals with Corebridge, and integration with affiliated asset managers and an insurance distribution affiliate affect its product availability and referral arrangements, which can result in the firm recommending both proprietary and third‑party solutions.

Based on Equitable Advisors

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance

Based on Equitable Advisors

Occupation focus

Founder/Business Owner Retired Executive

Based on Equitable Advisors

Demographic focus

Approaching retirement Sandwich Generation

Based on Equitable Advisors

Location

2411 N. Oak Street, Ste 305

Myrtle Beach SC 29577

Advisors at this office

5

Advisors at this office

user avatar

Jacob F

Series 66

Myrtle Beach, SC

Equitable Advisors

Jacob Flight is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, his professional background includes roles in retail and service sectors, as well as attendance at Clemson University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and partners with third-party asset managers and LPL Financial for many of its advisory models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

James B

Series 63, Series 66

Myrtle Beach, SC

Equitable Advisors

James Beal is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Equitable Advisors since 2018. Prior to that, he was employed at AXA Advisors and has experience working at the University of South Carolina and Bite Squad. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing third-party advisory programs and a range of investment options including mutual funds, ETFs, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Charles D

Series 66

Myrtle Beach, SC

Equitable Advisors

Charles Doherty is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held roles at Carolina Quench, Sloane Realty Vacations, and Sandlappers Beach Supply. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, relying on a network of Investment Adviser Representatives and third-party asset managers to deliver advisory services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Olivia L

Series 66

Myrtle Beach, SC

Equitable Advisors

Olivia Lacombe is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, she held various roles including positions at Neal's Creekhouse and Coastal Carolina University. She also spent five years working with Front Royal Outdoors. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs, utilizing both proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Kevin Q

Series 66

Myrtle Beach, SC

Equitable Advisors

Kevin Quinn is a financial advisor with Equitable Advisors in Myrtle Beach, SC. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, he worked in the security and facility management industry with companies including Convergint, Johnson Controls, and ADT. Equitable Advisors provides financial planning, retirement plan consulting, and asset management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and a range of third-party advisory programs to deliver customized solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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