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.
| Title | Chief Executive Officer & Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2007 |