Account Access: Bragg Client Portal | NetXInvestor® | Not Sure?
HomeWealth ManagementCorporate ServicesAbout BraggNews FeedCommentary

Make Good Decisions

Make Good Decisions

Contact Us

1031 S. Caldwell St., Ste. 200
Charlotte, NC 28203
Phone: (704) 377-0261

1031 South Caldwell Street

Click here to view location on map and get directions.

Research our firm with FINRA's BrokerCheck.

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.

Go Paperless

Statements & Confirmations

Download, complete and return an Electronic Notification Request, available for either Microsoft Word or Adobe Reader.
Microsoft Word Adobe Reader

Annual Reports & Proxies

click here to submit a request to receive your annual reports and proxies by e-mail.

Privacy Policy

We are committed to safeguarding the confidential information of our clients. We hold all personal information provided to our firm in strict confidence. These records include all personal information we collect from you in connection with any of the services we provide. We do not disclose information to non-affiliated third parties, except as required by law. We use the information provided by you to help you meet your financial goals. Our policy with respect to personal information is described below.
We collect non-public, personal information about you from the following sources: information we receive from you on applications or other forms, information about your transactions with us and our affiliates, which we obtain in the process of servicing your account. We do not disclose any non-public, personal information about our clients to anyone except as follows: 1.) when required by law or securities industry regulation, 2.) when legally required to do so (such as in response to a subpoena), 3.) to prevent fraud or a crime, or 4.) to comply with a legally permitted inquiry by a government agency or a regulator. When non-public information is shared with a third party, they are not permitted to release, use, or transfer any customer information to any other party for their own purposes.

Additional Disclosure

  • We do not provide personal information to mailing list vendors or solicitors for any purpose.
  • We maintain a secure office and computer environment to ensure that your personal information is not placed at unreasonable risk.
  • Employees are regularly trained on privacy and information security and on their obligation to protect customer information.
If you have any questions regarding the safekeeping of your personal information please contact your financial advisor or call us at (704) 377-0261. Thank you for letting Bragg Financial Advisors help you with your planning and investing.
This privacy policy applies to both entities Bragg Financial Advisors, Inc. and our affiliate broker/dealer Queens Road Securities, LLC.