Cameron S Grogan
Investment adviser representative at Halo Investment Services, LLC
11 yearsExperience
1 stateRegistered in
$75.2MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Experience
11 years in the industry.
- Halo Investment Services, LLCJan 2024 to now
- Halo Securities, LLCOct 2022 to now
- Bank of America, N.A.Feb 2022 to Oct 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2022 to Oct 2022
- Hylant, Inc.Jun 2021 to Feb 2022
- Grace PreschoolSep 2020 to May 2021
- MeijerDec 2019 to Mar 2020
- Grand Rapids Yacht ClubMay 2018 to Sep 2020
- Grand Valley State UniversityAug 2017 to Apr 2021
- StarbucksMay 2017 to Jan 2020
- Clark Retirement CommunityJun 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
Halo Investment Services, LLC
$75.2MAssets managed
0Clients
23Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7528434
- Firm CRD
- 325613