Jamie
Parlak

Allgen Financial Advisors, Inc

CRD#7909801
Investment Advisor
in Orlando, FL

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About this Advisor

Jamie Parlak is a financial advisor based in Orlando, Florida, working with Allgen Financial Advisors, Inc. Jamie has previously held positions at Allgen Financial Advisors, Inc, Naval Air Warfare Center - Training Systems Division, Naval Air Warfare Center - Aircraft Division, Calvert County Public Schools, and The Pennsylvania State University. Jamie is registered to provide services in Florida. Currently, Jamie is part of Allgen Financial Advisors, Inc, which operates out of Orlando, Florida. The firm has 17 employees and manages assets totaling $352.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Allgen Financial Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 W. Lucerne Circle Suite 200
Orlando, FL 32801

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Allgen Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$352,356,607

FL Average: $1,855,561,029
Total Number of Employees

17

FL Average: 62
Total Number of Accounts

2,312

FL Average: 2,474
Average Account Size

$152,403

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Jamie Parlak Work History

2024 - Present (0 year)

Allgen Financial Advisors, Inc

2021 - Present (3 years)

Allgen Financial Advisors, Inc

2019 - 2021 (2 years)

Naval Air Warfare Center - Training Systems Division

2018 - 2019 (1 year)

Naval Air Warfare Center - Aircraft Division

2017 - 2018 (1 year)

Calvert County Public Schools

2013 - 2017 (4 years)

The Pennsylvania State University

Disclosures

Please visit the SEC profile of Jamie Parlak 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

Jamie Parlak
Orlando, FL
Ryan Staton
Orlando, FL
Christina Shaffer
Orlando, FL
Kathryn Hite
Orlando, FL
Robert Cortes
Orlando, FL
Karen Vergara
Orlando, FL
Paul Mazon
Orlando, FL
Axel Otero
Orlando, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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