linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Paul Andrew Mazon

Allgen Financial Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Paul? Claim Your Profile

About Paul Andrew Mazon

Paul Andrew Mazon is a Registered Investment Advisor in Florida and has been active in the industry since November 2020. Paul is associated with Allgen Financial Advisors, Inc. and holds a Series 65 license. Paul specializes in providing financial planning services, educational seminars, and portfolio management for individuals and businesses. Allgen Financial Advisors, Inc. manages over $352 million in assets and specializes in providing financial planning, investment management, and other advisory services to individuals, families, and businesses. The firm has a strong commitment to serving its clients' needs and providing personalized financial solutions.

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Paul Mazon’s Registration & Firm History

FL

12/09/2020 - Present

Allgen Financial Advisors, Inc. (ORLANDO FL)

Not sure if Paul Andrew Mazon is right for you?

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.
Not sure if Paul Andrew Mazon is right for you?