Allgen Financial Advisors, Inc.

Allgen Financial Advisors, Inc. (CRD# 126877) is a financial advisory firm headquartered in Orlando, FL. They manage $263,570,000 in 1,700 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    264
    MILLION
  • Total Number of Accounts
    1,700
    ACCOUNTS
  • Average Account Value
    $155,041
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, NC, NJ, NY, OH, TX

Financial Advisors at Allgen Financial Advisors, Inc.
Showing 1 - 10 of 13 top financial advisors.
1
Robert J. Cortes
CRD#: 5633547
100 W. Lucerne Circle, Suite 200, Orlando, FL 32801

Robert Cortes (CRD# 5633547) is an Investment Advisor Representative working at Allgen Financial Advisors, Inc. in Orlando, FL and has over 12 years of experience in the finance industry.

2
Ana N. Fernandez
CRD#: 3190191
100 W. Lucerne Circle, Suite 200, Orlando, FL 32801

Ana Fernandez (CRD# 3190191) is an Investment Advisor Representative working at Allgen Financial Advisors, Inc. in Orlando, FL and has over 22 years of experience in the finance industry. Ana Fernandez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kathryn M. Hite
CRD#: 4958140
100 W. Lucerne Circle, Suite 200, Orlando, FL 32801

Kathryn Hite (CRD# 4958140) is an Investment Advisor Representative working at Allgen Financial Advisors, Inc. in Orlando, FL and has over 16 years of experience in the finance industry.

4
Jason C. Martin
CRD#: 3259475
Orlando, FL

Jason Martin (CRD# 3259475) is an Investment Advisor Representative working at Allgen Financial Advisors, Inc. in Orlando, FL and has over 21 years of experience in the finance industry.

5
Paul Roldan
CRD#: 2682260
100 W. Lucerne Circle, Suite 200, Orlando, FL 32801

Paul Roldan (CRD# 2682260) is an Investment Advisor Representative working at Allgen Financial Advisors, Inc. in Orlando, FL and has over 25 years of experience in the finance industry.

6
Edwin A. Salazar
CRD#: 2487540
100 W. Lucerne Circle, Suite 200, Orlando, FL 32801

Edwin Salazar (CRD# 2487540) is an Investment Advisor Representative working at Allgen Financial Advisors, Inc. in Orlando, FL and has over 26 years of experience in the finance industry.

7
Mai C. Vang
CRD#: 6847820
Back Mountain, NC

Mai Vang (CRD# 6847820) is an Investment Advisor Representative working at Allgen Financial Advisors, Inc. in Back Mountain, NC and has over 3 years of experience in the finance industry. Mai Vang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Karen P. Vergara
CRD#: 6973361
100 W. Lucerne Circle, Suite 200, Orlando, FL 32801

Karen Vergara (CRD# 6973361) is an Investment Advisor Representative working at Allgen Financial Advisors, Inc. in Orlando, FL and has over 3 years of experience in the finance industry.

9
Yolanda Copeland
CRD#: 2974052
100 W. Lucerne Circle, Suite 200, Orlando, FL 32801

Yolanda Copeland (CRD# 2974052) is an Investment Advisor Representative working at Allgen Financial Advisors, Inc. in Orlando, FL and has over 23 years of experience in the finance industry.

10
John C. Dewitt
CRD#: 6967615
100 W. Lucerne Circle, Suite 200, Orlando, FL 32801

John Dewitt (CRD# 6967615) is an Investment Advisor Representative working at Allgen Financial Advisors, Inc. in Orlando, FL and has over 2 years of experience in the finance industry.

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