BradleyTunnell- Financial Advisor Myrtle Beach, SC

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About Bradley Tunnell

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

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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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

Palmetto Wealth Planning