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).

Current Firm Details
1031 South Caldwell St, Suite 200, Charlotte, NC 28203
https://www.facebook.com/braggfinancial/
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 11 - 12 of 12 top financial advisors.
11
Thomas Rose, financial advisor Charlotte NC
Thomas B. Rose
CRD#: 2583688
1031 South Caldwell St, Suite 200, Charlotte, NC 28203

Thomas Rose (CRD# 2583688) is an Investment Advisor Representative working at Bragg Financial Advisors Inc. in Charlotte, NC and has over 29 years of experience in the finance industry.

12
Steven Scruggs, financial advisor Charlotte NC
Steven H. Scruggs
CRD#: 4127278
1031 South Caldwell St, Suite 200, Charlotte, NC 28203

Steven Scruggs (CRD# 4127278) is an Investment Advisor Representative working at Bragg Financial Advisors Inc. in Charlotte, NC and has over 24 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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