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Andrew Brian Philpott

Allgen Financial Advisors, Inc.

Orlando, FL

CRD 8048982

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Employer firm

Allgen Financial Advisors, Inc. CRD 126877

$475M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Allgen Financial Advisors, Inc.

100 W. Lucerne Circle Suite 200, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-04
  • FL RA
    APPROVED
    Since 2025-04-04

Branch Locations

100 W. Lucerne Circle Suite 200, Orlando, FL 32801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allgen Financial Advisors, Inc. Orlando FL 04/2025 Present
Allgen Financial Advisors, Inc. Orlando FL 05/2024 03/2025
Publix Oviedo FL 02/2022 07/2022
University Of Central Florida Orlando FL 08/2021 05/2024
Isleworth Country Club Windermere FL 05/2018 08/2018
Methodist University Fayetteville NC 06/2017 05/2019
Oviedo High School Oviedo FL 08/2014 05/2017
Valencia College Orlando FL 06/2019 05/2021
  • 04/2025 → Present
    Allgen Financial Advisors, Inc.
    Orlando, FL
  • 05/2024 → 03/2025
    Allgen Financial Advisors, Inc.
    Orlando, FL
  • 02/2022 → 07/2022
    Publix
    Oviedo, FL
  • 08/2021 → 05/2024
    University Of Central Florida
    Orlando, FL
  • 05/2018 → 08/2018
    Isleworth Country Club
    Windermere, FL
  • 06/2017 → 05/2019
    Methodist University
    Fayetteville, NC
  • 08/2014 → 05/2017
    Oviedo High School
    Oviedo, FL
  • 06/2019 → 05/2021
    Valencia College
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-19
  • S65 Uniform Investment Adviser Law Examination
    2024-12-19

View on SEC IAPD

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Nearby Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit

Nearby Offices

SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

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