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Our financial advice team


Hogan Fulghum, Private Wealth Advisor serving the Charlotte, NC area - Ameriprise Advisors

Hogan Fulghum

CFP®

Private Wealth Advisor

Business Financial Advisor
Catalyst Financial Group
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Saving for Education
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BSBA from East Carolina University with a focus on Small Business & Entrepreneurship

Awards & recognition

  • Five Star Wealth Manager, 2013-2017, 2019, 2021-2022
  • Ameriprise Circle of Success, 2020-2022
  • Catalyst Financial Group, Ameriprise Client Experience Award, 2021
  • Catalyst Financial Group, Forbes Best-in-State Wealth Management Teams, 2023-2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • I support the local chapter of the Alzheimer's Association .
  • “For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

    * As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Interests

  • I am an avid boater and and enjoy saltwater fishing.
  • Also enjoy Motorcross, Tennis, and playing the guitar.
  • I am a Carolina Panther and Charlotte Hornets fan.
  • My wife and I are native Charlotteans.
  • We have two wonderful daughters and a son, Lily Grace, Charlotte McClain "Charley" and Briggs Leighton Fulghum.