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Robert J Cortes

Allgen Financial Advisors, Inc.

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About Robert J Cortes

Robert J. Cortes is a financial advisor with Allgen Financial Advisors, Inc. in Orlando, FL. Robert has been in the industry since April 2009. Robert has experience in providing financial planning, portfolio management for individuals, and educational seminars. Robert has also been associated with CUSO Financial Services, L.P. in Orlando and Titusville, FL and LPL Financial LLC in Titusville, FL. Robert is registered with the state of Florida.

Firm Information

Robert Cortes 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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Robert Cortes’s Registration & Firm History

FL

06/05/2017 - Present

Allgen Financial Advisors, Inc. (ORLANDO FL)

FL

01/12/2015 - 06/06/2017

CUSO FINANCIAL SERVICES, L.P. (ORLANDO FL)

FL

12/08/2009 - 12/15/2014

LPL FINANCIAL LLC (TITUSVILLE FL)

FL

04/03/2009 - 12/08/2009

CUSO FINANCIAL SERVICES, L.P. (WEST MELBOURNE FL)

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Licenses & Designations

BOTH

Issued 07/08/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert J Cortes.
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