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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 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 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.

Brad is currently enrolled in Harvard Business School Online's "Data Science" Certification Program.
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
Hobbies Details
Hobbies:

Golfing, Playing Guitar, Traveling, Boating, Household Projects

General Information
CRD#:

2888131

Firm CRD#:

141413

Insurance License#:

125864

Name of Custodial Firm:

TD Ameritrade (Securities)

States Licensed in:

SC, NC

States Willing to do Business in:

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

Years of Experience in Financial Services:

26

Number of Years with Current Firm:

23

Work with the following types of clients:

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

Advisory Services Provided:

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

Compliance
Registered Investment Advisor:

No

Registered Representative:

No

Investment Advisor Representative:

Yes

Acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Qualifications & Memberships
Certifications, Accreditations & Designations:

LUTC - Advanced Estate Planning

Securities Licenses:

Series 6, Series 63, Series 65

Insurance and Annuity Licenses:

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

Services
Investment Types:

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

Can meet clients in the following ways:

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

Compensation and Fees
Minimum Portfolio Size for New Managed Accounts:

$50,000

Compensation Methods:

Based on Assets, Commissions, Flat Fee

Fee % Based on Assets:

Negotiated

Preferred meeting methods
I provide a free initial consultation:

Yes

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
Communities Served
CalabashConwayGeorgetownLittle RiverLongsLorisMurrells InletMyrtle BeachNorth Myrtle BeachPawleys IslandWilmington
Research This Advisor
www.finra.org
www.sec.gov
www.aicpa.com
www.sipc.org
Office Hours
Monday9:00 - 17:00
Tuesday9:00 - 17:00
Wednesday9:00 - 17:00
Thursday9:00 - 17:00
Friday9:00 - 17:00
SaturdayClosed
SundayClosed
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