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Virgilio Benedicto Cristobal

Chrome Advisors

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About Virgilio Benedicto Cristobal

Virgilio Cristobal is a financial advisor with Chrome Advisors. Virgilio is based in San Francisco, California. Virgilio Cristobal's areas of expertise include insurance, investment-related services, and financial planning. Virgilio is also registered as an insurance agent. Virgilio Cristobal was previously employed at SAGEPOINT FINANCIAL, INC. and LINCOLN FINANCIAL ADVISORS CORPORATION.

Firm Information

Virgilio Cristobal is currently registered with Chrome Advisors. Chrome Advisors, based in San Francisco, California, is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses. They specialize in helping high-net-worth individuals, pension and profit-sharing plans, and insurance companies achieve their financial goals through customized strategies. With over $100 million in regulatory assets under management, Chrome Advisors offers a personalized approach, working closely with clients to understand their unique needs and develop tailored solutions. Their services include financial planning, retirement planning, investment management, and portfolio management for individuals and businesses.
Chrome Advisors

345 CALIFORNIA STREET

SAN FRANCISCO, CA 94104

$100.35M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Virgilio Cristobal’s Registration & Firm History

CA

12/01/2020 - Present

Chrome Advisors (SAN FRANCISCO CA)

CA

08/12/2019 - 12/04/2020

SAGEPOINT FINANCIAL, INC. (SAN FRANCISCO CA)

CA

03/05/2007 - 08/14/2019

LINCOLN FINANCIAL ADVISORS CORPORATION (SAN FRANCISCO CA)

CA

07/03/2003 - 03/14/2007

WADDELL & REED, INC. (SAN MATEO CA)

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Licenses & Designations

BOTH

Issued 09/24/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/28/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Virgilio Benedicto Cristobal. Review regulatory record here.
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