Allgen Financial Advisors, Inc.
Allgen Financial Advisors, Inc. (CRD# 126877) is a financial advisory firm headquartered in Orlando, FL. They manage $352,356,607 in 2,312 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management352MILLION
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Total Number of Accounts2,312ACCOUNTS
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Average Account Value$152,403
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, FL, NC, NJ, NY, OH, TX
Robert Cortes (CRD# 5633547) is an Investment Advisor Representative working at Allgen Financial Advisors, Inc. in Orlando, FL and has over 14 years of experience in the finance industry.
Ana Fernandez (CRD# 3190191) is an Investment Advisor Representative working at Allgen Financial Advisors, Inc. in Orlando, FL and has over 24 years of experience in the finance industry.
Kathryn Hite (CRD# 4958140) is an Investment Advisor Representative working at Allgen Financial Advisors, Inc. in Orlando, FL and has over 18 years of experience in the finance industry.
Jason Martin (CRD# 3259475) is an Investment Advisor Representative working at Allgen Financial Advisors, Inc. in Orlando, FL and has over 24 years of experience in the finance industry.
Paul Roldan (CRD# 2682260) is an Investment Advisor Representative working at Allgen Financial Advisors, Inc. in Orlando, FL and has over 28 years of experience in the finance industry.
Karen Vergara (CRD# 6973361) is an Investment Advisor Representative working at Allgen Financial Advisors, Inc. in Orlando, FL and has over 5 years of experience in the finance industry.
Paul Mazon (CRD# 7318535) 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.
Axel Otero (CRD# 5233716) is an Investment Advisor Representative working at Allgen Financial Advisors, Inc. in Orlando, FL and has 1 year of experience in the finance industry.
Ryan Staton (CRD# 6729057) is an Investment Advisor Representative working at Allgen Financial Advisors, Inc. in Orlando, FL and has over 7 years of experience in the finance industry.