AdvisorOS Directory
Claim Profile
Unclaimed Profile
GG

Gary Bryon Gragg

GRAGG & GRAGG, L.L.P.·SHELBY, North Carolina
Series 65Clean record9 years registeredGRAGG & GRAGG, L.L.P.
NINE EAST MARION STREET, SHELBY, NC 28150CRD# 4476409Firm CRD# 110592

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gary Bryon Gragg · SHELBY, NC
Registration
CRD #4476409 · GRAGG & GRAGG, L.L.P. · 9 years registered
Brand Profile
Not yet started
01

Career History

GRAGG FINANCIAL
Oct 2025 – present
CPS INVESTMENT ADVISORS
Jun 2017 – Dec 2025
Shelby, NC
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 7, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GRAGG & GRAGG, L.L.P.
CRD 110592 · SEC 801-119435
AUM
$204M
Regulatory assets under management
Employees
12
513 client accounts
Services offered by GRAGG & GRAGG, L.L.P.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at GRAGG & GRAGG, L.L.P. →
Introduction

Speak with Gary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gary is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SHELBY?

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

Browse SHELBY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Gary Bryon Gragg offer?
Gary Bryon Gragg specializes in Financial Planning, Investment Management. Contact their office in SHELBY, North Carolina for a consultation.
What are Gary Bryon Gragg's credentials?
Gary Bryon Gragg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Bryon Gragg located?
Gary Bryon Gragg is based in SHELBY, North Carolina, working with GRAGG & GRAGG, L.L.P.. Their office serves clients in the SHELBY metropolitan area and surrounding communities.
How does Gary Bryon Gragg charge for services?
Gary Bryon Gragg's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRAGG & GRAGG, L.L.P.?
GRAGG & GRAGG, L.L.P. has approximately 12 employees and manages $204M 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 →

Other Advisors at GRAGG & GRAGG, L.L.P.

Jason Daniel Gragg
SHELBY, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideASHEVILLE GuideCHAPEL HILL Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Request removal of this profile