Allgen Financial Services, Inc.

Allgen Financial Services, Inc. (CRD# 126877) is a financial advisory firm headquartered in Orlando, FL. They manage $120,500,000 in 1,005 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    1,005
    ACCOUNTS
  • Average Account Value
    $119,901
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
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, NJ, NY, OH, TX

Financial Advisors at Allgen Financial Services, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Ana N. Fernandez
CRD#: 3190191
100 W. Lucerne Circle, Suite 200, Orlando, FL 32801
96
Wealthminder
score

Ana Fernandez (CRD# 3190191) is an Investment Advisor Representative working at Allgen Financial Services, Inc. in Orlando, FL and has over 18 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.

2
Kathryn M. Hite
CRD#: 4958140
100 W. Lucerne Circle, Suite 200, Orlando, FL 32801
93
Wealthminder
score

Kathryn Hite (CRD# 4958140) is an Investment Advisor Representative working at Allgen Financial Services, Inc. in Orlando, FL and has over 12 years of experience in the finance industry.

3
Judy A. Hulsey
CRD#: 4635263
100 W. Lucerne Circle, Suite 200, Orlando, FL 32801
93
Wealthminder
score

Judy Hulsey (CRD# 4635263) is an Investment Advisor Representative working at Allgen Financial Services, Inc. in Orlando, FL and has over 14 years of experience in the finance industry.

4
Jason C. Martin
CRD#: 3259475
Orlando, FL
93
Wealthminder
score

Jason Martin (CRD# 3259475) is an Investment Advisor Representative working at Allgen Financial Services, Inc. in Orlando, FL and has over 18 years of experience in the finance industry.

5
Paul Roldan
CRD#: 2682260
100 W. Lucerne Circle, Suite 200, Orlando, FL 32801
93
Wealthminder
score

Paul Roldan (CRD# 2682260) is an Investment Advisor Representative working at Allgen Financial Services, Inc. in Orlando, FL and has over 21 years of experience in the finance industry.

6
Edwin A. Salazar
CRD#: 2487540
100 W. Lucerne Circle, Suite 200, Orlando, FL 32801
93
Wealthminder
score

Edwin Salazar (CRD# 2487540) is an Investment Advisor Representative working at Allgen Financial Services, Inc. in Orlando, FL and has over 22 years of experience in the finance industry.

7
Teresa E. Talton
CRD#: 6367412
100 W. Lucerne Circle, Suite 200, Orlando, FL 32801
89
Wealthminder
score

Teresa Talton (CRD# 6367412) is an Investment Advisor Representative working at Allgen Financial Services, Inc. in Orlando, FL and has over 3 years of experience in the finance industry.

8
Christina A. Shaffer
CRD#: 6511062
100 W. Lucerne Circle, Suite 200, Orlando, FL 32801
87
Wealthminder
score

Christina Shaffer (CRD# 6511062) is an Investment Advisor Representative working at Allgen Financial Services, Inc. in Orlando, FL and has 1 year of experience in the finance industry.

9
Diane S. Wegrich
CRD#: 729678
100 W. Lucerne Circle, Suite 200, Orlando, FL 32801
87
Wealthminder
score

Diane Wegrich (CRD# 729678) is an Investment Advisor Representative working at Allgen Financial Services, Inc. in Orlando, FL and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.