TECHGEN FINANCIAL

STOCKTON, PHILIP, LOUIS

CRD 151021

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 3 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-31

Disciplinary history

Services

Financial planningSelection of other advisersPublication of periodicalsEducational seminars

Official SEC filing: View on IAPD