CG
CG

Cameron S Grogan

3 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$32.6M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Loading...

Location

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

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Cameron works as an internal sales consultant for Halo Securities broker dealer since 2022. He also works as an investment adviser representative for Halo Investment Services since 2024.

Employment History
Current Registrations
Halo Investment Services, LLC
January 2024 - Present · 2 yrs 1 mo
Halo Securities, LLCBroker
December 2022 - Present · 3 yrs 2 mos
Halo Securities, LLC
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2022 - October 2022 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2022 - October 2022 · 5 mos
State Registrations8 states
ALFLGAILMONCSCTN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.