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Financial Advisor
South Carolina
Myrtle Beach
VETTED

Bradley Tunnell

LUTC - Advanced Estate Planning
Palmetto Wealth Planning
Bradley Tunnell
Tel: 843-222-8964 1361 21st Ave. N. Suite 107-B Myrtle Beach, SC 29577
About Bradley Tunnell
Brad, Carla, Alex and Tucker (puppies), live in Loris, SC and have been married since 1998. 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 Harvard Business School,Onlines 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 Palmetto Wealth Planning
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) Estate Planning Structured Notes Investment & Wealth Management IRA Planning
See Disclosures
General Information
Firm Start Year:

1997

No. of Employees:

2-4 Employees

Insurance License#:

125864

Name of Custodial Firm:

TD Ameritrade (Securities)

States Licensed in:

SC, NC

Communities served:

Calabash, Conway, Georgetown, Little River, Longs, Loris, Murrells Inlet, Myrtle Beach, North Myrtle Beach, Pawleys Island, Wilmington

Number of Years with Current Firm:

23

Work with the following types of clients:

Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses

Advisory Services Provided:

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts

Qualifications & Memberships
Insurance and Annuity Licenses:

Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Accident, Disability

Services
Investment Types:

Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Options & Futures, Bonds, FOREX & Currency, Annuities, Insurance, Mutual Funds, Stocks, Commodities, Socially Responsible Investments (SRI)

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices

Compensation and Fees
Minimum Portfolio Size for New Managed Accounts:

$50,000

Compensation Methods:

Based on Assets, Flat Fee, Commissions

Fee % Based on Assets:

Negotiated

Education
Undergrad - Bachelor of Science:
Clemson University
1995 - 1995
Professional Certification - CFP Designation:
Duke University
2016 - 2016
Certification: CORe - Bus Analytics, Econ for Managers, Fin Accounting:
Harvard Business School - Online
11/2019 - 11/2020
Financial Planning for Individuals
We enjoy meeting with individuals and helping them with common issues such as retirement income planning including when to take Social Security Benefits and IRA Distributions. Another common question that we address is how to efficiently transfer wealth from one generation to another without giving up control.
Financial Planning for Businesses
We help business owners take advantage of strategies that address common problems such as business continuation and key man protection. A comprehensive approach helps to ensure that important details do not go undetected.
401K Rollovers
It is common for employees to blindly guess the allocations within a 401(k). Rolling a 401(k) into an IRA allows the client to have much more control over their retirement. Having a professional wealth manager help you decide the allocation of your retirement savings can have a very positive affect on the accumulation and distribution phases.
Insurance Planning
We have a staff of professionals to help with, Long Term Care, Disability, and Life Insurance needs. None of us want to be "sold" insurance. Therefore, if the client requests this information then we will be happy to provide it.
Annuities
Some Variable Annuities have very high fees associated with them. We help clients to identify if they are currently paying excessive fees and how to avoid them.
Estate Planning & Trusts
We work closely with the client's CPA and Estate Planning Attorney to prepare a comprehensive estate plan. If the client does not have a current CPA or attorney that is proficient in estate planning techniques, then we can recommend several that we have worked with on a daily basis.
Risk Management
Many of our models utilize tactical risk management. This approach allows us to utilize alternatives to the buy and hold concept that many investors find themselves.
26 Years of Experience
CRD# 2888131Firm CRD# 141413Insurance License# 125864Series: 6, 63, 65
News & Events
Television Interview

When: 05/25/2016 | By:

Location:

Details: Brad Tunnell was interviewed on syndicated financial talk show "Right On The Money". ...

Compliance
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
Research This Advisor
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