Unclaimed Profile

Greg Hogan

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC·CHARLOTTE, North Carolina

Clean recordCAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

521 EAST MOREHEAD ST, CHARLOTTE, NC 28202CRD# 6632707Firm CRD# 131631

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Greg Hogan · CHARLOTTE, NC

Registration

CRD #6632707 · CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Greg Hogan is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

AUM

$465M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 6632707

Firm CRD# 131631

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Greg Hogan offer?

Greg Hogan specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Greg Hogan's credentials?

Greg Hogan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Greg Hogan located?

Greg Hogan is based in CHARLOTTE, North Carolina, working with CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Greg Hogan charge for services?

Greg Hogan's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC?

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC has approximately 30 employees and manages $465M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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