Allen Hegener
Allen Hegener is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 42 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (3)
Judgment / Lien
August 2024Customer Dispute
February 1987Employment Separation After Allegations
Other Business ActivitiesSells Insurance
Allen is the President of Hegener Risk Management, where he works full-time on registered representative activities through New Bridge Securities. He also dedicates about 10-20% of his time to insurance analysis and sales of life, disability, and health insurance.
Employment History
Current Registrations
Nfsg Corporation
Newbridge Securities Corporation
Newbridge Securities CorporationBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Prudential-Bache Securities INC.Broker
Integrated Resources Equity CorporationBroker
Nel Equity Services CorporationBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.