Erik Halvorssen Villegas, financial advisor Miami FL
90 score

Erik Halvorssen Villegas

CRD Number: 4430291
Current Firm: Cgis Advisors LLC

Erik Halvorssen Villegas (CRD# 4430291) is an Investment Advisor Representative working at Cgis Advisors LLC in Miami, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cgis Advisors LLC Miami, FL Jun 2014 - Current 3
Lowenhaupt Global Advisors, LLC Miami, FL May 2012 - Jun 2014 2
Pax Advisors Miami, FL Dec 2010 - May 2012 1
Swiss Asset Advisors Miami, FL Apr 2009 - Dec 2010 1
Banco Santander International Miami, FL Jun 2007 - Apr 2009 1
Santander Securities Guaynabo, PR Jun 2007 - Apr 2009 1
Bank Of America, N.a. Miami, FL Apr 2005 - Jun 2007 2
Banc Of America Investment Services, Inc. Miami, FL Apr 2005 - Jun 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2013
S63 Uniform Securities State Law Examination Mar 2015
Contact Info for Erik L. Halvorssen Villegas
Phone Number: 305-507-4544
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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