Bragg Financial Advisors

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Bragg Financial Advisors is celebrating our Golden Anniversary! Our firm has helped individuals, families and institutions reach their financial goals and objectives for over 50 years. Frank Bragg started our firm in 1962 when he and his wife Kathy moved to Charlotte from Winston-Salem. Today, we manage over $950 million in assets and serve high net-worth families, foundations and institutional clients with a highly-educated team of 15 associates.

Your brokerage firm is furnishing this document to you to provide some basic facts about purchasing securities on margin, and to alert you to the risks involved with trading securities in a margin account. Before trading stocks in a margin account, you should carefully review the margin agreement provided by your firm. Consult your firm regarding any questions or concerns you may have with your margin accounts.

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