|Home||Wealth Management||Corporate Services||About Bragg||News Feed||Commentary|
1031 S. Caldwell St., Ste. 200
Click here to view location on map and get directions.
Bragg Account Access
Access your investments online. Take advantage of instant access to your portfolio holdings, account activity and balances, as well as account and tax statements.
Statements & ConfirmationsDownload, complete and return an Electronic Notification Request, available for either Microsoft Word or Adobe Reader.
Annual Reports & Proxiesclick here to submit a request to receive your annual reports and proxies by e-mail.
Bragg Financial Advisors
Investment & Special Commentary
June 2016: President Trump and the Stock Market
Raising South Sudan
June 1, 2016 In 2008, Bragg Financial Advisors made a commitment to Raising South Sudan. Now, in 2016, the project has come a long way, and has miles yet to go.
Kiplinger's Personal Finance columnist James K. Glassman included the Queens Road Small Cap Value among seven small-cap funds that could pay off big.
Queens Road Funds on theStreet.com
May 19, 2016 by Gregg Greenberg
Steve Scruggs, Portfolio Manager for the Queens Road Small Cap Value Fund, was in New York last month and caught up with Gregg Greenberg of theStreet.com for an interview. Click here for a prospectus.
Right Moves for Youth
May 6, 2016 Team "Bragging Rights" participated in the Right Moves for Youth Twilight 5K on May 6th.
Wing Haven Gardens
May 1, 2016 Bragg Financial celebrated the end of tax season by enjoying lunch at Wing Haven Gardens and Bird Sanctuary. Wing Haven is a hidden jewel…
Bragg Financial Teaches School
April 23, 2016 Bragg Financial Advisors provided free financial planning advice to CMS teachers and taught financial planning concepts to elementary and high school students during national Money Smart Week.
The Wall Street Journal includes the Queens Road Small Cap Value fund as a Category King.
Charlotte Business Journal: Bragg Financial Advisors enjoys national spotlight
Charlotte Observer: Frank Bragg, Co-Founder of Right Moves for Youth, issues challenge grant that will dramatically increase students served.
The Charlotte Observer
February 1, 2016 by Mark Price