Gary
Gragg
Cps Investment Advisors
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About this Advisor
Gary Gragg is a financial advisor based in Shelby, North Carolina, working with Cps Investment Advisors. Gary has previously held positions at Cps Investment Advisors and Gragg & Gragg Llp. Gary has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Gary is part of Cps Investment Advisors, which operates out of Shelby, North Carolina. The firm has 25 employees and manages assets totaling $2.4 billion. The firm 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 educational seminars. The fee structure at Cps Investment Advisors includes asset-based and fixed fees.
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Cps Investment Advisors Brokerage Details
$2,353,432,854
25
7,120
$330,538
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Gary Gragg Work History
Cps Investment Advisors
Gragg & Gragg Llp
Disclosures
Please visit the SEC profile of Gary Gragg 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 Cps Investment Advisors
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
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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.
