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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Conway
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
8
non-vetted advisors in your local area. These financial advisors in
Conway, South Carolina
have an average of
37
years of experience.
NOTE: The list of financial
advisors in
Conway, South Carolina
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Conway, South Carolina.
| Qualified Financial Advisors in Conway, South Carolina | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Bradley Tunnell
LUTC - Advanced Estate Planning TUNNELL FINANCIAL 1361 21st Ave. N., Suite 107-B, Myrtle Beach, SC 29577 |
25 | Not Specified | Not Specified | Not Specified |
| Strategic Investment Partners
Accredited Investment Advisor STRATEGIC INVESTMENT PARTNERS 1508 Military Cutoff Rd., Suite 206, Wilmington, NC 28403 |
50 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 2888131
Firm CRD# 141413
Series 6, 63, 65
Compensation/Fee Commissions, Based on Assets
Office Location
1361 21st Ave. N.,
Suite 107-B,
Myrtle Beach,
SC
29577
Phone Number
843-222-8964
Brad, Carla, Alex and Tucker (puppies), live in Loris, SC and have been married for 25 years. He received his undergraduate degree from Clemson University and 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 and he has completed Harvard Business School's CORe program. The program focuses on Business Analytics, Economics for Managers, as well as Financial Accounting. Brad is currently enrolled in Oxford Universitys online Risk Management course. 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.
Safer Solutions with Growth Opportunities for savings including IRAs as well as Non-qualified funds: Social Security Reports 22 Years of Experience Undergraduate Degree from Clemson University, Duke University CFP Certification, Harvard Business School (online) CORe (currently enrolled) Retirement 401(k) College Planning Estate Planning Investment & Wealth Management Key Man Business Planning Buy-Sell Business Planning
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 39543
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Based on Assets
Office Location
1508 Military Cutoff Rd.,
Suite 206,
Wilmington,
NC
28403
Phone Number
910-509-7230
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.
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Aaron Neal Inquire with Aaron |
1002 Buck St, Conway, SC 29526 | 843-488-2192 |
| Linda Rabon Inquire with Linda |
1002 Buck St, Conway, SC 29526 | 843-488-2192 |
| Edward Jones Inquire with Edward |
702 B Main Street, Conway, SC 29526 | 843-248-0004 |
| Edward Jones Inquire with Edward |
908 3rd Ave, Conway, SC 29526 | 843-915-0034 |
| Edward Jones Inquire with Edward |
1109 Main Street, Suite D, Conway, SC 29526 | 843-248-7292 |
| William Sessoms Inquire with William |
1500 3rd Ave, Conway, SC 29526 | 910-465-6724 |
| Kelly Allison Inquire with Kelly |
1500 3rd Avenue, Conway, SC 29526 | 843-331-5876 |
| Edward Jones Inquire with Edward |
1109 Main Street, Suite D, Conway, SC 29526 | 843-248-7292 |
Grow your AUM with pre-qualified leads!
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