Claim Profile
JB

John Frank Bragg

BRAGG FINANCIAL ADVISORS INC·CHARLOTTE, North Carolina
Unclaimed Profile
1031 SOUTH CALDWELL ST, CHARLOTTE, NC 28203CRD# 1884207Firm CRD# 108780
01

About

John Frank Bragg is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with BRAGG FINANCIAL ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
BRAGG FINANCIAL ADVISORS INC
BRAGG FINANCIAL ADVISORS INC
AUM
$3.4B
Regulatory assets under management
Employees
31
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1884207
Firm CRD# 108780
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHARLOTTE?

Browse all registered financial advisors in CHARLOTTE, North Carolina or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does John Frank Bragg offer?
John Frank Bragg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are John Frank Bragg's credentials?
John Frank Bragg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Frank Bragg located?
John Frank Bragg is based in CHARLOTTE, North Carolina, working with BRAGG FINANCIAL ADVISORS INC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does John Frank Bragg charge for services?
John Frank Bragg's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRAGG FINANCIAL ADVISORS INC?
BRAGG FINANCIAL ADVISORS INC has approximately 31 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty