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Cameron Grogan

3 Years of Experience
Broker

Cameron Grogan is a registered investment advisor at Halo Investment Services, LLC, based in Chicago, IL, with 3 years of industry experience. Cameron 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.

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

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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 3 mos
Halo Securities, LLCBroker
December 2022 - Present · 3 yrs 4 mos
Halo Securities, LLC
December 2022 - Present · 3 yrs 4 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

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.