Daniel Bragg (CRD# 5429668) is an Investment Advisor Representative working at Bragg Capital Management LLC in Agoura Hills, CA and has over 5 years of experience in the finance industry.
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2485305
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bragg Capital Management LLC | Agoura Hills, CA | Apr 2019 - Current | 5 |
| Pure Distribution Inc. | Camarillo, CA | Jun 2018 - Current | 5 |
| Kc Equipment Rentals | Westlake Village, CA | Jul 2016 - Current | 7 |
| Wood Ranch Bbq | Agoura Hills, CA | Sep 2009 - Dec 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- CA
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts20ACCOUNTS
-
Average Account Value$229,669
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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