401k Generation
401k Generation (CRD# 154279) is a financial advisory firm headquartered in Altamonte Springs,, FL. They manage $270,370,132 in 259 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management270MILLION
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Total Number of Accounts259ACCOUNTS
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Average Account Value$1,043,900
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, CO, CT, FL, GA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MS, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
Gyasi Marshall (CRD# 6464787) is an Investment Advisor Representative working at 401k Generation in Altamonte Springs,, FL and has over 3 years of experience in the finance industry.
Marlene Nitsch (CRD# 2258329) is an Investment Advisor Representative working at 401k Generation in Altamonte Springs,, FL and has over 24 years of experience in the finance industry.
Edward Rojas (CRD# 6193740) is an Investment Advisor Representative working at 401k Generation in Altamonte Springs,, FL and has over 6 years of experience in the finance industry.
Kelli Rojas (CRD# 4746719) is an Investment Advisor Representative working at 401k Generation in Altamonte Springs,, FL and has over 10 years of experience in the finance industry.
Brendan Sookraj (CRD# 6485509) is an Investment Advisor Representative working at 401k Generation in Altamonte Springs,, FL and has over 4 years of experience in the finance industry.
Eric Stauffer (CRD# 6721040) is an Investment Advisor Representative working at 401k Generation in Altamonte Springs,, FL and has over 3 years of experience in the finance industry.
Christopher Bennett (CRD# 6388759) is an Investment Advisor Representative working at 401k Generation in Altamonte Springs,, FL and has 1 year of experience in the finance industry.