Office Location
1031 South Caldwell Street
Suite 200
Charlotte, NC 28203
Click here to view location on map and get directions.
Brokerage Account Access
Access your investments online using NetExchange Client®. Take advantage of instant access to your portfolio holdings, account activity and balances, as well as account and tax statements.
 Go Paperless
Statements & Confirmations
Download, complete and return an Electronic Notification Request, available for either Microsoft Word or Adobe Reader.
 
Annual Reports & Proxies
click here to submit a request to receive your annual reports and proxies by e-mail.
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Bragg Financial Advisors
Special Market Commentary
The Fiscal Cliff: Your Portfolio Allocation and Your Taxes
December 11, 2012 – Benton Bragg, President of Bragg Financial Advisors, addresses the looming "Fiscal Cliff," the combination of significant tax increases coupled with government spending cuts scheduled to take effect on January 1, 2013.
Click here to learn how Bragg Financial Advisors is approaching this latest economic uncertainty and strategies you might discuss with your tax professional.
Retirement Plan Contribution Limits
Your source for up-to-date retirement plan contribution limits, mileage rates, and gift tax exclusion amounts. Learn more.
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Recent Investment Commentary
Taylor Swift and Market Highs1st Quarter 2013
Sweet Tea Addiction4th Quarter 2012
The Fiscal Cliff: Your Portfolio Allocation and Your TaxesDecember 11, 2012
Ross Perot Revisited3rd Quarter 2012
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