Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bragg is a registered investment advisor representative with Bragg Capital Management LLC. Daniel Bragg is a California-based advisor and has been active in the industry for more than ten years. Daniel Bragg has passed the Series 7 and Series 65 exams. Daniel Bragg is licensed to provide investment advisory services in California. The firm has 18 clients and has regulatory assets under management of $3,071,433. Bragg Capital Management LLC provides portfolio management for individuals and its services are offered on a fee-based arrangement.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
07/12/2019 - Present
Bragg Capital Management LLC (Agoura Hills CA)
CA
10/29/2007 - 06/09/2008
NEW ENGLAND SECURITIES (WOODLAND HILLS CA)
IA
Issued 01/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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