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Allgen Financial Advisors, Inc.

Headquartered in ORLANDO, FL

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Firm Information

Allgen Financial Advisors, Inc. is a financial advisory firm headquartered in Orlando, FL. They provide financial planning and portfolio management services for individuals, corporations, and charitable organizations. The firm manages over $352 million in assets for over 2,300 clients. They also offer educational seminars to help clients understand their financial options. Allgen Financial Advisors is registered with the SEC and has a team of 11 investment advisor representatives.

Allgen Financial Advisors, Inc.

100 W. LUCERNE CIRCLE

ORLANDO, FL 32801

$352.36M

Assets Under Management

73

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ALLGEN FINANCIAL ADVISORS, INC. has a total of 1 branch locations across the country.
location

ORLANDO, FL

Advisors at Allgen Financial Advisors, Inc.

View All 11 Advisors
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Karen Paola Vergara

RA

ORLANDO, FL

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Paul Andrew Mazon

RA

ORLANDO, FL

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Christina Ann Shaffer

CFA®, RA

ORLANDO, FL

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Ana Norka Fernandez

CFP®, RA

ORLANDO, FL

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Jason Christopher Martin

RA

ORLANDO, FL

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James Reed Blochberger

RA

ORLANDO, FL

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Axel Jose Otero

RA

ORLANDO, FL

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Paul Roldan

RA

ORLANDO, FL

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Disclosures

There are no public disclosures for Allgen Financial Advisors, Inc..

Frequently Asked Questions (7)

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