Bragg Financial Advisors

  • Investment Bank/Securities Brokerage
  • Charlotte NC
  • 32 employees
  • Financial Services
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Company Overview

Headquarters
1031 S Caldwell Street Suite 200, Charlotte NC
Website
braggfinancial.com
Phone
(704) 377-0261
Employees
32
Founded in
1964
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 523 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$9B

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Who is Bragg Financial Advisors

Bragg Financial Advisors is a Registered Investment Advisor based in Charlotte, North Carolina. The firm employs 32 people and generates approximately $9 million in annual revenue. Bragg Financial Advisors provides fee-based asset management and planning services for a variety of clients, including individuals, trusts, foundations, and corporations. Their services are designed to help families and institutions achieve their financial goals and objectives. What sets Bragg Financial Advisors apart is its unique blend of experience, expertise, and exceptional service. The firm prides itself on providing clear, objective advice and a high level of personal service, principles that have remained consistent since its founding over 50 years ago. For more information about Bragg Financial Advisors, visit their website at braggfinancial.com or search for them on the SEC Investment Adviser Search: adviserinfo.sec.gov/.

Bragg Financial Advisors Industry Tags

Wealth Management
Estate Planning
Charitable Planning
Retirement Planning
Financial Advisory
Conservation Easements
Investment Management
Tax Planning
Financial Services
Management Investment
Open-ended
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Bragg Financial Advisors Tech Stack

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FAQ

What is the location of Bragg Financial Advisors's headquarters?
The headquarters of Bragg Financial Advisors are situated at 1031 S Caldwell Street Suite 200, Charlotte NC
What is Bragg Financial Advisors's phone number?
Bragg Financial Advisors's contact number is (704) 377-0261.
What is Bragg Financial Advisors's official website?
The official website of Bragg Financial Advisors can be found at braggfinancial.com.
What is Bragg Financial Advisors's current revenue?
As of October 2016, Bragg Financial Advisors's annual revenue reached $9B.
How many employees does Bragg Financial Advisors currently have?
Bragg Financial Advisors employs approximately 32+ people as of October 2016
Which industries is Bragg Financial Advisors primarily operating in?
Bragg Financial Advisors operates in the following industries: Finance
What are Bragg Financial Advisors's industry tags?
Bragg Financial Advisors's industry tags include: Wealth Management, Estate Planning, Charitable Planning
When was Bragg Financial Advisors founded?
Bragg Financial Advisors was founded in 1964.

Employee Directory

Key Employees

Benton Bragg

President, CEO

Phone Email

Kermeka Ferguson

Client Associate

Phone Email

Heather Pitman

Director of Client Service

Phone Email

Debbie Taylor

Client Experience Officer

Phone Email