Chloe Gullman (CRD# 6177578) is an Investment Advisor Representative working at Halo Investment Services, LLC in Chicago, IL and has over 9 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Halo Investment Services, LLC | Chicago, IL | Aug 2023 - Current | < 1 |
| Halo Securities LLC | Chicago, IL | Feb 2020 - Current | 4 |
| Sentinus, LLC | Oak Brook, IL | Nov 2021 - Aug 2023 | 1 |
| Neuberger Berman | Chicago, IL | Apr 2018 - Feb 2020 | 1 |
| Liccar Securities | Chicago, IL | May 2017 - Feb 2018 | < 1 |
| Ljm Funds Management | Chicago, IL | May 2017 - Feb 2018 | < 1 |
| Ljm Partners | Chicago, IL | May 2017 - Feb 2018 | < 1 |
| Oppenheimer & Company Inc. | Chicago, IL | Mar 2013 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- IL
-
Total Assets Under Management31MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$15,600,000
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
- Other
CA, CO, FL, IL, MN, NJ, NY
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