ALLGEN FINANCIAL ADVISORS, INC. of ORLANDO, FL is an SEC-registered investment adviser (CRD 126877). Regulatory assets under management: $475.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Jason Christopher Martin | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | — |
| Paul Roldan | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | — |
| MARTIN CHRISTOPHER | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | — |
| ROLDAN PAUL | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | — |