Bragg Financial

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

1031 S Caldwell St Ste 200, Charlotte, N...

Phone Number

(704) 377-0261

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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Apr
May
ZI Rank
1
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1
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1

About Bragg Financial

Bragg Financial Advisors is an independent, fee-based investment advisory firm located in Charlotte, NC, specializing in wealth advisory and portfolio management. The firm serves high-net-worth families, business owners, foundations, endowments, and other institutions, providing tailored financial planning and investment strategies. With over 60 years of experience, Bragg Financial is committed to delivering unbiased and transparent advice to its clients. The firm emphasizes community commitment and has a strong focus on helping clients make informed financial decisions.Explore more
Bragg Financial's Social MediaPopular SearchesBragg FinancialBragg Financial Advisors IncBragg Financial ServicesBragg Financial AdvisorsBragg Investments LLCSIC Code 62,628NAICS Code 52,523Show more

Bragg Financial Org Chart

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JM
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Chief Operating Officer

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Chief Marketing Officer & Client Advisor

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Office Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bragg Financial

<$5M
11-50
Private
-
2007
JM
Jennifer MuckleyChief Operating Officer
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesCertified Financial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2004
CS
Colbie StephensClient Service Associate
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
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Company Profile Activity

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Activity Insights

Bragg Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bragg Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bragg Financial.

Bragg Financial Tech Stack

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Bragg Financial News & Media

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Frequently Asked Questions Regarding Bragg Financial

What is Bragg Financial's official website?
Bragg Financial's official website is www.braggfinancial.com
What is Bragg Financial's Revenue?
Bragg Financial's revenue is <$5 Million
What is Bragg Financial's SIC code?
Bragg Financial's SIC: 62,628
What is Bragg Financial's NAICS code?
Bragg Financial's NAICS: 52,523
How many employees does Bragg Financial have?
Bragg Financial has 11-50 employees
What industry does Bragg Financial belong to?
Bragg Financial is in the industry of: Finance, Securities Trading
What is Bragg Financial competition?
Bragg Financial top competitors include: Focus Financial Network, Stockade Wealth Management, The Normann Financial Group, MoonDance Investment Advisors, LLC
What technology does Bragg Financial use?
Some of the popular technologies that Bragg Financial uses are: WooCommerce, WordPress.org, PHP, Barracuda Networks
How do I contact Bragg Financial?
Bragg Financial contact info: Phone number: (704) 377-0261 Website: www.braggfinancial.com
What does Bragg Financial do?

Bragg Financial Advisors is an independent, fee-based investment advisory firm located in Charlotte, NC, specializing in wealth advisory and portfolio management. The firm serves high-net-worth families, business owners, foundations, endowments, and other institutions, providing tailored financial planning and investment strategies. With over 60 ye... ars of experience, Bragg Financial is committed to delivering unbiased and transparent advice to its clients. The firm emphasizes community commitment and has a strong focus on helping clients make informed financial decisions.Read More

What are Bragg Financial social media links?
Bragg Financial Linkedin page Bragg Financial Facebook page
Is Bragg Financial a public company?
Bragg Financial is private company therefore does not currently have an official ticker symbol
See more information about Bragg Financial

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