Erik Halvorssen VillegasCRD 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.
Northstar Financial Planners, Inc.
|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|
Total Assets Under Management17MILLIONS
Total Number of Accounts12ACCOUNTS
Average Account Value$1,439,364
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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