Axel Jose Otero
Investment adviser representative at Allgen Financial Advisors, Inc.
11 yearsExperience
1 stateRegistered in
$475.2MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Allgen Financial Advisors, Inc.Jan 2025 to now
- Allen Financial Advisors, Inc.May 2023 to now
- Self-employeedJul 2018 to May 2023
- First Bank Puerto RicoDec 2017 to Jun 2018
- Popular, IncOct 2015 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Allgen Financial Advisors, Inc.
$475.2MAssets managed
1,097Clients
13Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5233716
- Firm CRD
- 126877