Allen & Company of Florida,LLC

www.alleninvestments.com

Allen & Company’s longstanding heritage of personalized customer service spans more than 85 years. From our humble beginnings in J. Everett Allen’s windowless office in downtown Lakeland in 1932 to opening multiple locations, generations of family’s have trusted Florida’s oldest investment firm. Decades later, our values remain the same. The firm’s hallmark has always been the client’s interest above all else, and the sound principals established by J. Everett Allen is the stability that ensures years of continued service. Securities and advisory services offered though LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Allen & Company’s longstanding heritage of personalized customer service spans more than 85 years. From our humble beginnings in J. Everett Allen’s windowless office in downtown Lakeland in 1932 to opening multiple locations, generations of family’s have trusted Florida’s oldest investment firm. Decades later, our values remain the same. The firm’s hallmark has always been the client’s interest above all else, and the sound principals established by J. Everett Allen is the stability that ensures years of continued service. Securities and advisory services offered though LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Country

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State

Florida

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City (Headquarters)

Lakeland

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Founded

1932

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Estimated Revenue

$10,000,000 to $50,000,000

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Social

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Employees statistics

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Potential Decision Makers

  • Senior Vice President , Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Allen and Company Chief Compliance Officer , Lpl Regional Supervisory Principal , Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President , Financial Advisor , Aif , Crpc , Cws

    Email ****** @****.com
    Phone (***) ****-****

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