wiseradvisor

Bradley Tunnell
Tunnell Financial

Tel: (843) 222-8964
1113 44th Ave. N.Suite 103
Myrtle Beach, SC 29577

Light At The End Of The Tunnel

Tunnell Financial | Financial Advisor in Myrtle Beach ,SC


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


General Information

Firm Start Year:   1997
No.of Employees:   2-4
Insurance License#:   125864
Name of Custodial Firm:   TD Ameritrade (Securities)
States Licensed in:   SC, NC
Number of Years with Current Firm:   20


Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Life, Annuity, Long Term Care, Disability, Accident


Education

Professional Certification - CFP Designation  Duke University
Graduation -2016

Undergrad - Bachelor of Science  Clemson University
Graduation - 1995

Certification: CORe - Bus Analytics, Econ for Managers, Fin Accounting  Harvard Business School - Online
11/2019-



Faqs

  • What are your qualifications? What is your education background? Undergraduate Degree - Clemson University Post - Graduate Credentials - The American College, LUTC - Advanced Estate Planning Post - Graduate Credentials - Duke University, CFP Program
  • What is your approach to financial planning? Protect & Grow (Tactical Risk Management)
  • Will you be the only person working with me? We are fortunate to have a staff of professionals including attorneys, CPA's, and money managers available to all of our clients.
  • How are you compensated? How will I pay for your services? Some Assets Under Management (AUM) are fee based. Some provide no compensation. Disability, Long Term Care, Life Insurance, as well as Annuities are commission based and are paid by the issuing insurance company's general account.
  • Do you offer any guaranteed results? Many financial products are guaranteed and some are not. Give us a call and we will be happy to provide those details.
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Bradley Tunnell

Bradley Tunnell

LUTC - Advanced Estate Planning

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.

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My Services

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.


Portfolio Management

The strategy of buy and hold may no longer be the most effective method of obtaining compound returns. In the first decade of the 21st century, investors endured significant losses following the attacks on 9/11 then a slow rebound only to suffer a financial meltdown in 2008. Not only did common investors not enjoy compound returns, they are only recently breaking even. We use tactically managed models to bring a more proactive approach to portfolio management and significantly reduce the risk of excessive losses.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

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

News & Events

Television Interview
When: 05/25/2016
Details:Brad Tunnell was interviewed on syndicated financial talk show "Right On The Money". ...more