Brad A. Tapscott,  CFP<sup>&reg;</sup> - Financial Advisor

Brad A. Tapscott, CFP®

CRPC®, ChFC®

Ameriprise Financial Services, Inc.

259 Seven Farms Dr, Ste 200
Daniel Island, SC 29492
FINANCIAL ADVISOR'S WEBSITE
(800) 813-1489
(843) 284-1237

General

Brad Tapscott is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, Inc. in Daniel Island, SC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CRPC

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Real Estate, Insurance, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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