Greenville, SC Caledon Court Office

Thomas Faircloth is a financial advisor at Silver Oak Securities, Incorporated with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Financial Services Corp since 2010. In addition to his advisory role, he sells life, accident, and health insurance products as well as fixed indexed annuities through Carolinas Wealth Management Group, Inc. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers customized portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis tailored to clients’ objectives and risk tolerances.

Homer Farr III is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and SunTrust Advisory Services. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers individualized portfolio management, unified managed account programs, and financial planning, delivering investment advice primarily on a discretionary basis tailored to clients’ objectives and risk tolerances.

William Holt Jr. is a financial advisor with Silver Oak Securities, Incorporated, holding a Series 66 designation and four years of industry experience. He previously worked at Lincoln Financial Securities Corporation and CWMG, and operated Holt Financial Group for 14 years. Outside of advisory work, he is involved in fixed insurance product sales and owns a property and casualty insurance agency. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets through a network of more than 100 financial professionals. The firm offers personalized portfolio management, financial planning, third-party manager referrals, and solutions for held-away retirement plan assets.