Christina
Shaffer
Allgen Financial Advisors, Inc
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About this Advisor
Christina Shaffer is a chartered financial analyst working in Orlando, Florida. Shaffer is currently employed by Allgen Financial Advisors, Inc. Throughout their career, they have worked at Allgen Financial Services, Inc, Charles Schwab & Co., Inc, You Say When Frozen Yogurt, Tutor, Build-A-Bear Workshop, Seminole State College, Rollins College, Altfest Personal Wealth Management and Allen Financial Advisors, Inc. Shaffer maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Allgen Financial Advisors, Inc is a registered investment company headquartered in Orlando, FL. It manages $310 million in total assets across its 2,336 accounts, making it one of the mid-sized firms in the United States by assets under management. The firm provides services to five charitable organizations. Of its 2,336 client accounts, just 8% are associated with high-net-worth clients who have more than $1 million in investable assets. Allgen Financial Advisors, Inc performs a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fees depend on which services the firm provides the client. Fee types charged by Allgen Financial Advisors, Inc likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Allgen Financial Advisors, Inc Brokerage Details
$309,506,883
16
2,336
$132,494
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Christina Shaffer Work History
Christina has been registered as a financial advisor for 0 years.*
Allen Financial Advisors, Inc
Altfest Personal Wealth Management
Charles Schwab & Co., Inc
Allgen Financial Services, Inc
Charles Schwab & Co., Inc
You Say When Frozen Yogurt
Rollins College
Build-A-Bear Workshop
Tutor
Seminole State College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christina Shaffer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Allgen Financial Advisors, Inc
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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