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-****

Employees: 32

Founded in: 1964

Industry: Investment Bank/Securities Brokerage

NAICS Codes: 52 - Finance and Insurance

523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities

5239 - Other Financial Investment Activities

SIC Codes: 62 - Security and Commodity Brokers, Dealers, Exchanges, and Services

628 - Services Allied With The Exchange of Securities Or Commodities

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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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Analyze industry trends and opportunities by examining competitors and companies comparable to Bragg Financial Advisors, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

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Odyssey Equipment Financing now part of Pinnacle Capital	9M	5	Scottsdale, AZ	1985
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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-****.

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