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Paul Andrew Mazon

Allgen Financial Advisors, Inc.

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About Paul Andrew Mazon

Paul Mazon is an investment advisor representative with Allgen Financial Advisors, Inc. Paul is registered with the state of Florida. Paul holds a Series 65 license. Paul has been in the industry since November 2020 and is currently employed by Allgen Financial Advisors, Inc.. Paul has experience working at CHEP (U.S.A.), Inc. and is also listed as having been unemployed in the past.

Firm Information

Paul Mazon is currently registered with Allgen Financial Advisors, Inc.. 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.

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Paul Mazon’s Registration & Firm History

FL

12/09/2020 - Present

Allgen Financial Advisors, Inc. (ORLANDO FL)

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Licenses & Designations

IA

Issued 11/06/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Andrew Mazon.
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