Financial ADVSR advisor directory · SEC adviser records
Allgen Financial Advisors, Inc. financial advisors in Orlando, FL
Every SEC-registered investment adviser representative at a Allgen Financial Advisors, Inc. office in Orlando, A to Z.
The short answer
12 registered advisors work at Allgen Financial Advisors, Inc. in Orlando, out of 12 at the firm nationwide; it ranks number 26 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Allgen Financial Advisors, Inc. advisors in Orlando, A to Z
Every Allgen Financial Advisors, Inc. advisor →- Karen P. BalzaInvestment adviser rep
- Scott BrewsterInvestment adviser rep
- Robert J. CortesInvestment adviser rep
- Paula J. Franco PachecoInvestment adviser rep
- Kathryn M. HiteInvestment adviser rep
- Gillen A. ManosInvestment adviser rep
- Paul A. MazonInvestment adviser rep
- Axel J. OteroInvestment adviser rep
- Andrew B. PhilpottInvestment adviser rep
- Edward J. RobinsonInvestment adviser rep
- Paul RoldanInvestment adviser rep
- Craig P. SullivanInvestment adviser rep
Allgen Financial Advisors, Inc. advisors in every city and state →Allgen Financial Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Orlando
All Orlando advisors →Charles Schwab & Co., Inc. 217Schwab Wealth Advisory, Inc. 188Merrill Lynch, Pierce, Fenner & Smith Incorporated 61International Assets Investment Management, LLC 58Truist Advisory Services, Inc. 56Morgan Stanley 51J.P. Morgan Securities LLC 42Raymond James Financial Services Advisors, Inc. 41Ameriprise Financial Services, LLC 36LPL Financial LLC 34Wells Fargo Clearing Services, LLC 33Florida Financial Advisors, LLC 31
Questions
How many financial advisors does Allgen Financial Advisors, Inc. have in Orlando?
12 investment adviser representatives are registered at Allgen Financial Advisors, Inc. offices in Orlando, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Allgen Financial Advisors, Inc. one of the largest advisor employers in Orlando?
Allgen Financial Advisors, Inc. ranks number 26 in Orlando by registered advisors; Charles Schwab & Co., Inc. has the most, with 217.
How do I check a Allgen Financial Advisors, Inc. advisor in Orlando?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Allgen Financial Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.