Karen P Balza
Investment adviser representative at Allgen Financial Advisors, Inc.
18 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
18 years in the industry.
- Allgen Financial Advisors, Inc.Jun 2018 to now
- Karen Vergara, P.A.Jan 2017 to Dec 2017
- Hbif of FloridaOct 2015 to Dec 2016
- Independent Insurance AgentSep 2008 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
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
- 6973361
- Firm CRD
- 126877