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Gary Bryon Gragg

GRAGG & GRAGG, L.L.P.·SHELBY, North Carolina
Clean recordGRAGG & 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gary Bryon Gragg is a registered financial advisor based in SHELBY, North Carolina, affiliated with GRAGG & GRAGG, L.L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
GRAGG & GRAGG, L.L.P.
GRAGG FINANCIAL
AUM
$204M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at GRAGG & GRAGG, L.L.P. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4476409
Firm CRD# 110592
View on FINRA BrokerCheck →

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

Jason Daniel Gragg
SHELBY, NC

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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