CV
CV

Christopher Virgilio

21 Years of Experience
Broker

Christopher Virgilio is a registered investment advisor at Halo Investment Services, LLC, based in Chicago, IL, with 21 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
21 advisors
IM Fee
Planning only
Assets Under Management
$32.6M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

200 West Jackson, Suite 1800, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christopher is a Regional Vice President/Registered Representative with Halo Securities, LLC since 2023. He is also an Investment Adviser Representative with Halo Investment Services, LLC since 2024.

Employment History
Current Registrations
Halo Investment Services, LLC
February 2024 - Present · 2 yrs 2 mos
Halo Securities, LLC
February 2023 - Present · 3 yrs 2 mos
Halo Securities, LLCBroker
February 2023 - Present · 3 yrs 2 mos
Previous Registrations
Charles Schwab & CO., INC.
October 2014 - February 2023 · 8 yrs 4 mos
Charles Schwab & CO., INC.Broker
September 2014 - February 2023 · 8 yrs 5 mos
D.A. Davidson & CO.Broker
October 2013 - August 2014 · 10 mos
Shay Financial Services, INC.Broker
December 2005 - October 2013 · 7 yrs 10 mos
Scudder Distributors, INC.Broker
September 2002 - September 2003 · 1 yr
State Registrations9 states
ARILINLAMINMOKTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.