Meghan Marie Oldis
Investment adviser representative at Bragg Financial Advisors Inc
21 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
21 years in the industry.
- Bragg Financial Advisors, inc.Jul 2023 to now
- Bank of America Private Bank, N.A.Mar 2019 to Jun 2023
- Wells Fargo Private Bank, N.A.Jan 2005 to Mar 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7790072
- Firm CRD
- 108780