Phillips Mcleod Bragg
Investment adviser representative at Bragg Financial Advisors Inc
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Bragg Financial Advisors IncJun 1996 to now
- Queens Road Securities, LLCMay 2000 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (NC).
Bragg Financial Advisors Inc
$4.7BAssets managed
1,613Clients
15Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2821569
- Firm CRD
- 108780