Andrew Philpott has been an investment adviser representative at AllGen Financial Advisors since April 2025, and is not listed among the firm’s executive officers or direct owners.
Allgen Financial Advisors, Inc. is an Orlando, FL firm with $475M under management, 1,097 clients and 13 advisers in one office, as of its July 2026 filing.
- – present · 1 yearOrlando, FL · Adviser representative · Firm CRD 126877
Investment adviser representative registrations
Andrew Philpott is registered as an investment adviser representative in Florida, since April 2025.
- FloridaSince 4 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Andrew Brian Philpott
- CRD
- 8048982
- Firm
- AllGen Financial Advisors · CRD 126877
- Office
- 100 W. LUCERNE CIRCLE, SUITE 200, Orlando, FL 32801
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrew Philpott work?
Andrew Philpott is an investment adviser representative registered through Allgen Financial Advisors, Inc. since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Philpott a financial advisor?
Yes. Andrew Philpott has a current investment-adviser registration in Florida, through AllGen Financial Advisors since April 2025.
How many years of experience does Andrew Philpott have?
Andrew Philpott has 1 year in the financial industry, since April 2025, across 1 adviser firm.
What exams has Andrew Philpott passed?
Andrew Philpott passed the Series 65 in December 2024.
Where is Andrew Philpott based?
Andrew Philpott’s registered office is in Orlando, FL.
Is Andrew Philpott registered with FINRA?
No. Andrew Philpott has no current broker registration.
How can I verify Andrew Philpott’s record?
Search CRD 8048982 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Philpott’s full registration record.
