About Victor Rigoni III

Victor Rigoni is an investment advisor with years of relevant experience in the industry. Learn more about who he is, his background, and how he got to where he is today.

Victor Rigoni III: Work Experience

Mr. Rigoni has nearly two decades of experience in the securities industry. He has worked with various brokerage firms, offering his services to a diverse client profile.

He first got exposure to the industry through his work at Edward Jones in Antioch, Illinois. He worked there from October 2000 to November 2008, where he gained valuable knowledge and skills.

In late 2008, he moved onto Cambridge Investment Research, Inc in Lake Forest, Illinois. Here, he created custom financial solutions for independent financial advisors and their clients. He built valuable connections and stayed on as a staff member until November 2010. In December 2010, Mr. Rigoni moved on to work for a different company known as Summit Brokerage Services, Inc. in Lake Forest, Illinois. At Summit Brokerage Services, Inc., Mr. Rigoni held many roles. He assisted with everything from creating presentations for clients to analyzing clients’ data and conducting thorough research for their portfolios. Mr. Rigoni stayed with Summit Brokerage Services, Inc. for nearly ten years. He contributed positively to the company’s development and left in mid-2019 to explore other opportunities.

In September 2019, Mr. Rigoni joined the team of Cetera Advisor Networks, LLC in Lake Forest, Illinois. He spent one year with this company and added to his already impressive resume. Here, he utilized collaborative technology, performed regulatory oversight, and worked with subject-matter specialists to offer clients the best financial advice possible.

Throughout his career, Mr. Rigoni has also contributed to organizations like Retirement Life Pro, NSCG Insurance Solutions, LLC, and Retirement Zone Radio, founder and charter president of BNI in Lake Forest, IL, Kiwanis president and multiple other groups.

Exam Completions

During his career, Mr. Rigoni has always stayed up-to-date on the required certifications and examinations to offer financial advice to the best of his abilities. In October 2000, he passed the Series 63 (Uniform Securities Agent State Law Examination) with flying colors. In this same year, he also passed the Series 7 exam, which is the General Securities Representative Examination.

Eight years later, in 2008, he passed the Series 66 (Uniform Securities State Law Examination). He also achieved a passing score on the SIE (Securities Industry Essentials) exam in 2018.

His commitment to acing the required exams allowed all his clients over the years to trust him unconditionally. He applies his extensive education to pass these exams, but he also utilizes this knowledge to help his clients meet and exceed their financial goals. His book smarts translate seemingly into real-life skills that all his clients have come to rely on.

Expertise

Mr. Rigoni has offered advice to individual investors, small businesses, and larger operations. He also conducts educational seminars to help aspiring investors learn more about the industry and what to expect. Mr. Rigoni is a well-spoken, knowledgeable investor himself, so his real-world experience is invaluable to any person needing advice.

Mr. Rigoni has a particular interest in investment management and financial planning, but his services extend far beyond these.

Mr. Rigoni believes in helping his people in any way possible, so he has built flexible payment plans over his career. Whether he charges fees based on assets, hours spent, or a fixed amount, he’s always able to find a payment plan that suits varying needs.

Victor Rigoni III: Where Is He Today

Today, Mr. Rigoni serves as the president of North Shore Capital Group. Which is a fast-growing investment firm. Focused on private equity acquisitions.

North Shore Capital Group is located in Lake Forest, Illinois, which is only a short drive from his other past work locations. Mr. Rigoni has worked in northeastern Illinois for most of his career, allowing him to create long-lasting, valuable connections with his clients and partners alike. Even his competitors have recognized his dominance in the industry.

Financial Advisor & Family Man

Mr. Rigoni understands the importance of a good work-life balance. He isn’t always at a computer, watching the latest stock trends and devising financial plans for potential clients. Instead, he ensures to separate his work and personal life.

At work, Mr. Rigoni is intensely focused on his job: providing clients with the best financial advice he can. But after hours, Mr. Rigoni is an avid family guy and outdoorsman. He loves spending time with his grandchildren. Whether he takes his grandkids along or goes solo, he enjoys participating in fishing and golfing. And on his vacation days, he doesn’t sit still for long. You can often find him on a local or international adventure with his family, exploring all the world has to offer. But during his downtime at the airport, you can guarantee he’ll be working on ways to keep in touch with his clients and ensuring their needs are taken care of.

Mr. Rigoni has used his career in the financial and securities industries to prove that he is great with people. He’s always there for his clients and communicates with a sense of clarity that only comes with time and experience. He’s a personable man and brings an aura of amiability to every client he meets with. But he also has an affinity for dogs! He’s very interested in learning about different dog breeds and spends a lot of his free time with his pets.