SOURCE: Argentus Partners

Argentus Partners

April 29, 2014 15:00 ET

Argentus Partners Welcomes Jeff Halvosa as Chief Compliance Officer

DALLAS, TX--(Marketwired - Apr 29, 2014) - Argentus Partners welcomes Jeff Halvosa as Chief Compliance Office effective April 29, 2014. Mr. Halvosa will be responsible for all compliance matters directly related to investment advisory business for both SEC Registered Investment Advisory firms, Argentus Advisors, LLC and Argentus Capital Management, LLC. 

"Jeff has extensive experience in investment advisory compliance. His expertise and leadership will be invaluable as we continue grow," said Doug Gill, CEO of Argentus Partners.

About Jeff Halvosa

Previously Mr. Halvosa was with Lincoln Investment Planning as Managing Director of Compliance/RIA where he was involved with all compliance matters directly related to the investment advisory business. Halvosa has over eighteen years of experience in the financial services industry. Halvosa began his career with John Hancock where he was a successful sales representative. In 2001, Mr. Halvosa joined The Legend Group as their Chief Compliance Officer. During his tenure with The Legend Group, he was involved in the continuous evolution of the firm with respect to the build out and implementation of new products and services, as well as operational initiatives designed to identify and resolve inefficiencies.

Jeff maintains the IACCP (Investment Advisory Certified Compliance Professional) and AIF (Accredited Investment Fiduciary) designation along with various securities and insurance licenses including the 65, 24, 53, 7 and 63.

About Argentus Partners

Argentus Partners is a leading technology and services firm created for independent advisors, by independent advisors. With a flexible investment platform and robust, web-based technology, the firm furnishes advisors with self-managed and/or full third-party money management capabilities and back office service functions. 

Contact Information

  • Contact:

    Susanna Joiner
    Chief Marketing Officer
    Email Contact
    832.437.5833
    14785 Preston Road, Suite 1000
    Dallas, TX 75254