Bradley Tunnell

Tunnell Financial

1361 21st Ave. N.
Suite 107-B

Myrtle Beach, SC 29577

843-222-8964

Light At The End Of The Tunnel

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

See Disclosures

General Information

Firm Start Year

1997

No. of Employees

2-4

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

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

Advisory Services Provided

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

Services

Investment Types

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

Can meet clients in the following ways

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

Compliance

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 & Membership

Certifications, Accreditations & Designations

LUTC - Advanced Estate Planning

Securities Licenses

Series 65, Series 63, Series 6

Insurance and Annuity Licenses

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

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets

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 -

Disclosures

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