Matthew
Bragg
Smith, Moore & Co
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About this Advisor
Matthew Bragg is a financial advisor based in Moberly, Missouri, working with Smith, Moore & Co. Matthew has previously held positions at Smith, Moore & Co, Sagepoint Financial, Investment Centers Of America, and Lpl Financial LLC. Matthew has passed the Series 63 regulatory exam and is registered to provide services in Missouri. Currently, Matthew is part of Smith, Moore & Co, which operates out of Moberly, Missouri. The firm has 10 offices and 65 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Smith, Moore & Co includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Smith, Moore & Co Brokerage Details
$1,705,976,563
65
4,988
$342,016
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Matthew Bragg Work History
Smith, Moore & Co
Lpl Financial LLC
Investment Centers Of America
Sagepoint Financial
Disclosures
Please visit the SEC profile of Matthew Bragg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Smith Moore & Co
Saint Louis, MO
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Brandon, MS
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
