WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Myrtle Beach, South Carolina. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Myrtle Beach, South Carolina|
|Financial Advisor||Office Location||Phone Number|
LUTC - Advanced Estate Planning
1113 44th Ave. N.Suite 103,
Myrtle Beach, SC 29577
Series 6, 63, 65
1113 44th Ave. N.Suite 103,
SC 29577 Phone Number 843-222-8964
Brad and his wife Carla live in Loris, SC and have been married for 21 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. He is currently completing Harvard Business School's CORe program. The program focuses on Business Analytics, Economics for Managers, as well as Financial Accounting. Mr. Tunnell anticipates completing the curriculum mid-2020. 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 child's 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.
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
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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.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
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.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
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?