BradleyTunnell- Financial Advisor Myrtle Beach, SC

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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.

See Disclosures

General Information

Firm Start Year

1997

No. of Employees

CRD#

2888131

Firm CRD#

141413

Insurance License#

125864

Name of Custodial Firm

TD Ameritrade (Securities)

States Licensed in

SC, NC

Years of Experience in Financial Services

Number of Years with Current Firm

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

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

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

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

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
11/2019 -11/2020

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1877917/paladinregistry-Palmetto-Wealth-Planning-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Bradley Tunnell

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