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Qualifications of Financial Advisor in Wilmington

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Financial Advisors in Wilmington, North Carolina
Financial Advisor Office Location Phone Number
Les H Kern,
Les H. Kern IAR
2306 Wrightsville Ave,
Wilmington, NC  28403
(800) 793-8884
Strategic Investment Partners,
Strategic Investment Partners
1508 Military Cutoff Rd.,
Wilmington, NC  28403
(910) 509-7230
Bradley Tunnell,
Tunnell Financial
1113 44th Ave. N.Suite 103,
Myrtle Beach, SC  29577
(843) 222-8964

Information on Qualified Financial Advisors in Wilmington

Qualifications CRD# 1140180
FirmCRD# 116324
Series 6, 7, 24, 63, 65 variable contracts

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 2306 Wrightsville Ave,
#201,
Wilmington,
NC 
28403
Phone Number (800) 7938884

I am Investment Advisor, Financial Advisor & Wealth Advisor of wealth management firm that is committed to listening and helping individuals investors get to retirement, primary middle-income people. To help provide a sound retirement income safely they cannot outlive. I have programs that are designed to protect, conserve and grow our client's wealth or give income by managing risk with a level of personal services. I take pride in servicing my clients by meeting them regularly and promptly returning their phone calls. You will discover the safe, easy way to get results. My mission is to provide quality products and service to clients which enhances the quality of life for my clients. In doing so, I will deal with integrity and honesty, reflecting that people that are more important than dollars and that my purpose is to bring credit to our Lord Jesus Christ

About Les H. Kern IAR

We believe that while it is important to choose investments and financial strategies with a history of good rates of return, it is just as important to look at and investment's performance in a year with a market downturn. We teach clients that to get the best return, their portfolios cannot go backwards. We only recommend investments with well-defined sell strategies that we believe will weather downturns efficiently. The bottom line: We try to avoid loss whenever possible. Les H. Kern is an Investment Advisor, of a wealth management firm of D.H. Hill Advisors that is committed to helping clients get to retirement and to help provide a sound retirement income they cannot outlive. As a true independent advisor our customized programs are designed to protect, conserve and grow our client's wealth by sound income strategies with investments that deliver an unprecedented level of income with services



Qualifications CRD# 5915046
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Hourly


Office Location 1508 Military Cutoff Rd.,
Suite 206,
Wilmington,
NC 
28403
Phone Number (910) 5097230

Brent holds series 7 and 66 securities registrations with Cambridge Investment Research, Inc.. Concentrating on risk management, Brent quickly realized and understood just how essential the prevalence of a risk-managed approach is for his valued clients. Brent decided he wanted to add value by offering total financial services to his clients and joined the family business, Conway & Company Financial Services in 2011. In the fall of 2017, Brent and long-time friend Justin Wolfe expanded the family owned and operated business in Wilmington with Strategic Investment Partners. Brent is a Registered Representative and Investment Advisor Representative with Cambridge Investment Research, Inc. He is also a licensed insurance agent in the field of Life, Health, Variable Insurance, as well as Property and Casualty. Brent is a long-time member of the Rotary Club of Kinston and upholds the club values in volunteer and fundraising efforts. He is also a member of the Wrightsville Beach United Methodist Church and continues to strengthen his faith. Recently Brent was nominated to join the Wrightsville Beach Foundation which he gladly accepted a board position. The foundation is a non-profit with a mission statement is a commitment to develop and promote a venue that will have the ability to generate funds that can be used to promote, improve and enhance the quality and enjoyment of our islands parks and recreation programs and amenities.

About Strategic Investment Partners

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with personalized information, services, and products to help you reach your goals. Strategic Investment Partners is a sub-branch of Conway & Company Financial Services. We operate as FIDUCIARIES so we are ethically and legally required to invest our client assets in their best interest. A long-term perspective of the Dow Jones Industrial Average reveals the reality there are extended periods of time which the US equity market will trend upwards, and also long periods of time where the market will instead stagnate or move generally lower. Our Fact-Based Strategy - Underpinning our Fact-Based strategy is a set of core beliefs about the market. These core beliefs are: 1. We don't know where the market will go - and neither does anyone else. 2. Wherever the market goes, it will get there by trending. 3. Along the way, there will be outperformers and underperformers. Armed with these three core beliefs, we are well equipped to handle whatever the market brings - ALL WITHOUT HAVING TO MAKE A SINGLE PREDICTION. Using supply and demand analysis, our Fact-Based strategy concentrates on identifying outperformers to include in our portfolios. Together, they give us the "when" and "what" - the two essential ingredients of success.



Qualifications CRD# 2888131
FirmCRD# 141413
Series 6, 63, 65


Office Location 1113 44th Ave. N.Suite 103,
Myrtle Beach,
SC 
29577
Phone Number (843) 2228964

Brad and his wife Carla live in Loris near Myrtle Beach, SC and have been married for 20 years. He received his undergraduate degree from Clemson University in 1995 attained a Series 6 and Series 63 Securities License as well as attended Trident University and The American College to obtain his insurance license and become certified by the LUTC in "Advanced Estate Planning". Brad has also graduated from Duke University's CFP (Certified Financial Planner) program. Many advisers are compensated by commissions. This could possibly influence the advice that is provided. Therefore, he also holds a Series 65 Securities License and is bound to a "Fiduciary" duty as opposed to a "Suitability" duty. This is a very important distinction. Understanding that clients are in different stages of their lives is very important. They may be purchasing their first home, financing a childs college education, planning for retirement, or protecting and growing their savings while in retirement. We believe that a financial plan must reflect their personal situation.

About Tunnell Financial

Safer Solutions with Growth Opportunities for IRA as well as Non-qualified funds: Social Security Reports 20 Years of Experience Duke University CFP Certification Retirement 401(k) College Planning Estate Planning Investment & Wealth Management Key Man Buisness Planning Buy-Sell Business Planning