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Chief Executive Officer & Chief Compliance Officer · Allgen Financial Advisors, Inc.

Paul Roldan

CRD 2682260 · Named on Form ADV at one SEC-registered adviser

At a glance

Allgen Financial Advisors, Inc., an SEC-registered wealth manager based in Orlando, FL with $475 million in regulatory assets, lists Paul Roldan on its Form ADV as Chief Executive Officer & Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Paul’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jason C. MartinSenior Partner & Chief Investment Officer, Allgen Financial Advisors, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.