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Paul Mazon, portrait

Paul Mazon

Investment adviser representative at AllGen Financial Advisors in Orlando, FL

Investment adviser registrationUpdated

Paul Mazon is an investment adviser representative at Allgen Financial Advisors, Inc., an investment adviser managing $475M, and works from its Orlando, FL office. Paul Mazon has been registered through AllGen Financial Advisors since 9 December 2020, has 5 years in the industry across 1 firm and has passed the Series 65.

5
Years in industry
5
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Paul Mazon has been an investment adviser representative at AllGen Financial Advisors since December 2020, and is not listed among the firm’s executive officers or direct owners. Paul Mazon holds a Bachelor of Arts in Business Administration from Washington State University and an MBA from the University of Phoenix.

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.

Paul Mazon is a Financial Advisor at AllGen Financial Advisors, Inc., based in Orlando, Florida. Before focusing on personal finance full-time, he spent 25 years in hospitality, marketing and finance at companies including Starwood, Disney and CHEP USA. He has facilitated over 20 Financial Peace University and Compass Biblical Stewardship studies.

  1. – present · 5 years
    Orlando, FL · Adviser representative · Firm CRD 126877

Credentials and registrations

Investment adviser representative registrations

Paul Mazon is registered as an investment adviser representative in Florida, since December 2020.

  • FloridaSince 9 December 2020

Examinations

Series 656 November 2020
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Paul Andrew Mazon
CRD
7318535
Firm
AllGen Financial Advisors · CRD 126877
Office
100 W. LUCERNE CIRCLE, SUITE 200, Orlando, FL 32801
Registration
Investment adviser registration
In the industry since
December 2020
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Paul Mazon work?

Paul Mazon is an investment adviser representative registered through Allgen Financial Advisors, Inc. since December 2020, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Paul Mazon a financial advisor?

Yes. Paul Mazon has a current investment-adviser registration in Florida, through AllGen Financial Advisors since December 2020.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Paul Mazon have?

Paul Mazon has 5 years in the financial industry, since December 2020, across 1 adviser firm.

Source: IAPD individual record, checked 23 October 2026

What exams has Paul Mazon passed?

Paul Mazon passed the Series 65 in November 2020.

Source: IAPD individual record, checked 23 October 2026

Where is Paul Mazon based?

Paul Mazon’s registered office is in Orlando, FL.

Source: IAPD individual record, checked 23 October 2026

Is Paul Mazon registered with FINRA?

No. Paul Mazon has no current broker registration.

Source: IAPD individual record, checked 23 October 2026

How can I verify Paul Mazon’s record?

Search CRD 7318535 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Mazon’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at AllGen Financial Advisors

Sources

  1. IAPD individual record, CRD 7318535, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Allgen Financial Advisors, Inc., filed 24 July 2026. Executive officers and direct owners; this person is not among them.
  3. AllGen Financial Advisors team page. Biography, education, credentials, awards and the portrait, reproduced for identification.