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Nathan Bragg

1 Year of Experience
Gastonia, NC
Broker

Nathan Bragg is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gastonia, NC, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

3270 A Robinwood Road, Gastonia, NC, 28054

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Nathan works as a junior advisor at Bluestone Financial Advisors, focusing on client service and business efficiencies, taking about half of his time. He also serves as Assistant Treasurer for the Rotary Club of Gastonia and officiates youth soccer as an independent contractor, dedicating about 10-20% of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2025 - Present · 1 yr 3 mos
Raymond James Financial Services, INC.Broker
October 2024 - Present · 1 yr 7 mos
State Registrations21 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Nathan Bragg - Financial Advisor | TrueAdvisor