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Paul Roldan

Chief Executive Officer & Chief Compliance OfficerAllgen Financial Advisors, Inc.CRD 2682260

About Paul Roldan

Paul Roldan is listed as Chief Executive Officer & Chief Compliance Officer at Allgen Financial Advisors, Inc. in Orlando, FL. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Allgen Financial Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Paul Roldan work?

Paul Roldan is listed as Chief Executive Officer & Chief Compliance Officer at Allgen Financial Advisors, Inc. on SEC Form ADV.

How much of Allgen Financial Advisors, Inc. does Paul Roldan own?

Form ADV reports a beneficial ownership band of 50-75%.

Allgen Financial Advisors, Inc.

TitleChief Executive Officer & Chief Compliance Officer
Ownership50-75%
Control personYes
Since2007
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