Edward Jamil waheed Robinson
Investment adviser representative at Allgen Financial Advisors, Inc.
12 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
12 years in the industry.
- One Family ChurchAug 2025 to now
- Allgen Financial Advisors, Inc.Jun 2025 to now
- Thrivent FinancialFeb 2024 to Apr 2025
- Thrivent Investment Management IncJan 2024 to Apr 2025
- Cetera Advisor Networks LLCAug 2023 to Aug 2023
- Evershore Financial GroupJun 2023 to Aug 2023
- Minnesota Life Insurance CompanyJun 2023 to Aug 2023
- Securian Financial ServicesJun 2023 to Aug 2023
- Portico ChurchJan 2021 to Jan 2024
- Riverside ChurchMar 2019 to Dec 2020
- Pfs Investments IncJul 2018 to Oct 2018
- Primerica Financial ServicesJul 2017 to Oct 2018
- Department of Veterans AffairsAug 2014 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 6909067
- Firm CRD
- 126877