Unclaimed Profile

John Frank Bragg

BRAGG FINANCIAL ADVISORS INC·CHARLOTTE, North Carolina

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65CFPClean record6 years registeredBRAGG FINANCIAL ADVISORS INC

1031 SOUTH CALDWELL ST, CHARLOTTE, NC 28203CRD# 1884207Firm CRD# 108780

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Frank Bragg · CHARLOTTE, NC

Registration

CRD #1884207 · BRAGG FINANCIAL ADVISORS INC · 6 years registered

Brand Profile

Not yet started

Career History

BRAGG FINANCIAL ADVISORS INC

Aug 2020 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · August 14, 2020

Years registered · 6

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRAGG FINANCIAL ADVISORS INC

CRD 108780 · SEC 801-56890

AUM

$3.4B

Regulatory assets under management

Employees

1,532 client accounts

Services offered by BRAGG FINANCIAL ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at BRAGG FINANCIAL ADVISORS INC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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.

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