Robert Cortes has been an investment adviser representative at AllGen Financial Advisors since June 2017, 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.
Robert Cortes’ longest registration is the current one, 9 years at AllGen Financial Advisors since 2017. Before joining AllGen Financial Advisors in 2017, Robert Cortes was registered through Cuso Financial Services, L.P. and LPL Financial LLC.
- – present · 9 yearsOrlando, FL · Adviser representative · Firm CRD 126877
- Cuso Financial Services, L.P.– · 2 yearsOrlando, FL · Adviser representative · Firm CRD 42132
- LPL Financial LLC– · 4 yearsTitusville, FL · Adviser representative · Firm CRD 6413
- Cuso Financial Services, L.P.– · under a yearWest Melbourne, FL · Adviser representative · Firm CRD 42132
Investment adviser representative registrations
Robert Cortes is registered as an investment adviser representative in Florida, since June 2017.
- FloridaSince 5 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 July 2009 |
| Series 7 | General Securities Representative Examination | 2 April 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert J Cortes
- CRD
- 5633547
- 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 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Cortes work?
Robert Cortes is an investment adviser representative registered through Allgen Financial Advisors, Inc. since June 2017, and is not listed among the firm’s executive officers or direct owners.
Is Robert Cortes a financial advisor?
Yes. Robert Cortes has a current investment-adviser registration in Florida, through AllGen Financial Advisors since June 2017.
How many years of experience does Robert Cortes have?
Robert Cortes has 17 years in the financial industry, since April 2009, across 3 adviser firms.
What exams has Robert Cortes passed?
Robert Cortes has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2009. FINRA credited Robert Cortes with the SIE, which began in October 2018.
Where did Robert Cortes work before AllGen Financial Advisors?
Before AllGen Financial Advisors, Robert Cortes was registered through LPL Financial LLC, December 2009 to December 2014; Cuso Financial Services, L.P., July 2009 to December 2009.
Where is Robert Cortes based?
Robert Cortes’ registered office is in Orlando, FL.
Is Robert Cortes registered with FINRA?
No. Robert Cortes has no current broker registration.
How can I verify Robert Cortes’ record?
Search CRD 5633547 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Cortes’ full registration record.
