Bragg Financial Advisors Inc.

Bragg Financial Advisors Inc. (CRD# 108780) is a financial advisory firm headquartered in Charlotte, NC. They manage $3,423,863,250 in 1,532 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,424
    MILLION
  • Total Number of Accounts
    1,532
    ACCOUNTS
  • Average Account Value
    $2,234,898
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, MA, MD, NC, NY, PA, SC, TX, VA, WA

Financial Advisors at Bragg Financial Advisors Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Marc N. Scavo
CRD#: 4598443
1031 South Caldwell St, Suite 200, Charlotte, NC 28203

Marc Scavo (CRD# 4598443) is an Investment Advisor Representative working at Bragg Financial Advisors Inc. in Charlotte, NC and has over 21 years of experience in the finance industry.

2
Evan A. Anderson
CRD#: 4205380
1031 South Caldwell St, Suite 200, Charlotte, NC 28203

Evan Anderson (CRD# 4205380) is an Investment Advisor Representative working at Bragg Financial Advisors Inc. in Charlotte, NC and has over 23 years of experience in the finance industry.

3
Benton S. Bragg
CRD#: 2350317
1031 South Caldwell St, Suite 200, Charlotte, NC 28203

Benton Bragg (CRD# 2350317) is an Investment Advisor Representative working at Bragg Financial Advisors Inc. in Charlotte, NC and has over 30 years of experience in the finance industry.

4
John F. Bragg
CRD#: 1884207
1031 South Caldwell St, Suite 200, Charlotte, NC 28203

John Bragg (CRD# 1884207) is an Investment Advisor Representative working at Bragg Financial Advisors Inc. in Charlotte, NC and has over 35 years of experience in the finance industry.

5
Phillips M. Bragg
CRD#: 2821569
1031 South Caldwell St, Suite 200, Charlotte, NC 28203

Phillips Bragg (CRD# 2821569) is an Investment Advisor Representative working at Bragg Financial Advisors Inc. in Charlotte, NC and has over 27 years of experience in the finance industry.

6
George W. Climer
CRD#: 4923210
1031 South Caldwell St, Suite 200, Charlotte, NC 28203

George Climer (CRD# 4923210) is an Investment Advisor Representative working at Bragg Financial Advisors Inc. in Charlotte, NC and has over 18 years of experience in the finance industry.

7
Matthew S. Devries
CRD#: 5633607
1031 South Caldwell St, Suite 200, Charlotte, NC 28203

Matthew Devries (CRD# 5633607) is an Investment Advisor Representative working at Bragg Financial Advisors Inc. in Charlotte, NC and has over 15 years of experience in the finance industry.

8
Lynn A. Lins De Araujo
CRD#: 2660104
1031 South Caldwell St, Suite 200, Charlotte, NC 28203

Lynn Lins De Araujo (CRD# 2660104) is an Investment Advisor Representative working at Bragg Financial Advisors Inc. in Charlotte, NC and has over 28 years of experience in the finance industry.

9
Jennifer D. Muckley
CRD#: 6935321
1031 South Caldwell St, Suite 200, Charlotte, NC 28203

Jennifer Muckley (CRD# 6935321) is an Investment Advisor Representative working at Bragg Financial Advisors Inc. in Charlotte, NC and has 1 year of experience in the finance industry.

10
Meghan M. Oldis
CRD#: 7790072
1031 South Caldwell St, Suite 200, Charlotte, NC 28203

Meghan Oldis (CRD# 7790072) is an Investment Advisor Representative working at Bragg Financial Advisors Inc. in Charlotte, NC and has 1 year of experience in the finance industry.

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