Bradley Tunnell
Palmetto Wealth Planning
1361 21st Ave. N.
Suite 107-B
Myrtle Beach, SC 29577
8432228964
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
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
26
Number of Years with Current Firm
23
Work with the following types of clients
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning
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 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
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1877917/rothira-Palmetto-Wealth-Planning-detailed-disclosure.html