Kathryn Hite has been an investment adviser representative at AllGen Financial Advisors since May 2009, and is not listed among the firm’s executive officers or direct owners. Kathryn Hite holds a Degree in accounting from Transylvania University.
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.
Kathryn Hite is Lead Advisor at AllGen Financial Advisors, Inc., based in Orlando, Florida. She moved into personal financial planning after an earlier career in technology. Before joining AllGen, she served as a Regional Leader at a personal financial services firm, and she serves on the Finance and Investment Committee Board of the Orlando Union Rescue Mission.
- – present · 17 yearsOrlando, FL · Adviser representative · Firm CRD 126877
Professional designations
Listed by AllGen Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Kathryn Hite is registered as an investment adviser representative in Florida, since May 2009.
- FloridaSince 4 May 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 April 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 July 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 May 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Kathryn Mitchell Hite
- CRD
- 4958140
- Firm
- AllGen Financial Advisors · CRD 126877
- Office
- 100 W. LUCERNE CIRCLE, SUITE 200, Orlando, FL 32801
- Registration
- Investment adviser registration
- In the industry since
- May 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- allgenfinancial.com
Where does Kathryn Hite work?
Kathryn Hite is an investment adviser representative registered through Allgen Financial Advisors, Inc. since May 2009, and is not listed among the firm’s executive officers or direct owners.
Is Kathryn Hite a financial advisor?
Yes. Kathryn Hite has a current investment-adviser registration in Florida, through AllGen Financial Advisors since May 2009.
How many years of experience does Kathryn Hite have?
Kathryn Hite has 17 years in the financial industry, since May 2009, across 1 adviser firm.
What exams has Kathryn Hite passed?
Kathryn Hite has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in May 2005.
Where is Kathryn Hite based?
Kathryn Hite’s registered office is in Orlando, FL.
Is Kathryn Hite registered with FINRA?
No. Kathryn Hite has no current broker registration.
Is Kathryn Hite a CFP?
AllGen Financial Advisors lists Kathryn Hite with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kathryn Hite’s record?
Search CRD 4958140 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kathryn Hite’s full registration record.
