Dave Bradley

Registered Investment Advisor. We invest our money with yours and together we enjoy the value of a great return on investment. We are fee only and we demand your satisfaction

Investment Manager (Financial Advisor) in North Charleston, SC

About

After many years of being a highly respected & very successful Investment Manager (IM) utilizing the strategies learned through Rule #1 investing from Phil Town, I registered our investment firm (BIM, LLC) in 2015 as an Advisory firm. Now, we can share our multi-disciplinary knowledge and experience with like minded people all over the world who also demand that they get where they need to be financially and enjoy their lifestyles. Rule #1 means don’t lose money and my job is to eliminate risk while doing this. Contact us anytime to discuss the benefits of Rule #1 investing and enjoy your lifestyle.

Contact
Click for phone number
(866) 614-0177
Address
in North Charleston, SC 29415
Info
Languages: English, Polish, Spanish and willing to engage & learn from all cultures & languages
Year started: 2015

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Kathleen

Answered by Dan Crimmins
Financial Adviser in Woodcliff Lake, NJ
Kathleen - It is great that you are saving for your retirement. The difference between a Roth IRA and a traditional IRA is when the tax is due. When you contributed...
Retirement Investing & Retiring Taxes IRA
Q&A
Asked by Michael

Answered by Alex Bentley PRO+
Financial Adviser in Pacific Palisades, CA
Trading is more short-term and investing is more long-term. An example of trading would be buying and selling a stock in a day. An example of investing would be buyi...
Investing & Retiring Mutual Funds Stocks
Q&A
Asked by John

Answered by Winnie Sun PRO+
Financial Adviser in Irvine, CA
I like rolling old 401(k)'s into one IRA, because it's easier to manage and keep track of. There are other reasons you may, may not want to do this, and it's best to b...
401(k) Investing & Retiring IRA
3
See more of Dave Bradley's answers

Posts

Article  
What is Social Impact Investing?

Article  
How do risk & trust fit together?

Article  
Why do we care about the nominal interest rate?

Specialties

  • Bonds & Fixed Income
  • Education Savings
  • Equities
  • Estate Planning
  • Options & Futures
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

Servicing

Credentials

Licenses

Series 65
License # 173150

Associations

Rule #1 Investing
Seeking Alpha Certified
Sea Islands Chamber of Commerce
LowCountry Senior Network

Disclosure

My comments do not constitute a recommendation or counsel for the acquisition of any security, portfolio of securities or transactions, or the following of any particular investment strategy or other course(s) of action. As a Fiduciary, I am held accountable for my actions. This does not imply that I am responsible for yours. Invest wisely and by all means hold the person investing your money responsible for the investments they control.