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Find Top Financial Advisors in Conway, South Carolina

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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.

Finding the Top Financial Advisor in Conway, South Carolina
Last Updated - 15-Mar-2023

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

Information on Qualified Financial Advisors in Conway

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.

About Tunnell Financial

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

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.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts


List of Additional Advisors in Conway, South Carolina*

* 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
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    Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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    Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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    A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?