Allen & Company

Allen & Company is a full-service financial services firm founded on helping our clients plan for success by providing services based on quality, integrity, trust, and longevity. We embrace the latest technology to keep our clients informed and on track regarding their portfolio management. The degree of personal attention we provide our clients is a hallmark of the company. Over the years, we have discovered that client relationships at Allen & Company tend to last, often far exceeding the typical tenure at an investment company.

At Allen & Company, it is our vision to be the primary Financial Advisor to individuals and businesses within the communities we serve.

It is our mission to be the premier provider of superior financial management services to our clients, guiding them to grow and protect their wealth and plan for its prudent transfer. We always place our clients’ interests first. We strive to be the best place to work, and we enhance the quality of life in our communities.

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TypeInvestor
HQLakeland, US
Founded1932
Websitealleninvestments.com
Allen & Company was founded in 1932 and is headquartered in Lakeland, US

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Key People/Management at Allen & Company

Laura Hawley

Laura Hawley

Vice President Financial Advisor
Ralph Allen

Ralph Allen

Vice President Financial Advisor
Keith Albritton

Keith Albritton

Vice President Financial Advisor
Fred Lopez

Fred Lopez

Vice President Financial Advisor
Eric Greenhow

Eric Greenhow

Vice President Financial Advisor
Carol Zitzelberger

Carol Zitzelberger

Vice President Allen & Company Chief Compliance Officer LPL Regional Supervisory Principal
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Allen & Company Office Locations

Allen & Company has offices in Lakeland, Melbourne and Winter Haven
Lakeland, US (HQ)
1401 Florida Ave S
Melbourne, US
7380 Murrell Rd #100
Winter Haven, US
250 Ave K SW #106
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Allen & Company News and Updates

LPL Financial Closes Acquisition of Allen & Company

All 33 advisors serving ~$3 billion of client assets joined LPL All 33 advisors serving ~$3 billion of client assets joined LPL

LPL Financial to Acquire Allen & Company

Allen & Company is a broker/dealer and RIA employing approximately 30 advisors and serving approximately $3 billion of client assetsEstimated transaction multiple of ~7x post-synergy EBITDA*

Allen & Company Online and Social Media Presence

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Allen & Company Blogs

Surviving tales told by idiots

“Life’s but a walking shadow, … … It is a tale Told by an idiot, full of sound and fury, […] The post Surviving tales told by idiots appeared first on Allen & Company.

The benefits of reliable income in a down market

There are many different types of investments that seek reliable income, including annuities. Most annuities are intended to provide income that is […] The post The benefits of reliable income in a down market appeared first on Allen & Company.

Relational budgeting for kids

In last week’s lesson, we taught our kids how to think about the total cost of debt with an example […] The post Relational budgeting for kids appeared first on Allen & Company.

Coronavirus and the markets

Who knows what the future holds in this historic moment? As I write this, the self-quarantine movement to stave off the […] The post Coronavirus and the markets appeared first on Allen & Company.

Healthy living during quarantine

As I write this, we’ve been home for a few weeks already. No gatherings, no events, no school — just […] The post Healthy living during quarantine appeared first on Allen & Company.

Is it time to re-evaluate your risk tolerance?

Apologies to you if you have looked for my thoughts in this space and haven’t found them for a couple […] The post Is it time to re-evaluate your risk tolerance? appeared first on Allen & Company.
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Allen & Company Frequently Asked Questions

  • When was Allen & Company founded?

    Allen & Company was founded in 1932.

  • Who are Allen & Company key executives?

    Allen & Company's key executives are Laura Hawley, Ralph Allen and Keith Albritton.

  • Where is Allen & Company headquarters?

    Allen & Company headquarters is located at 1401 Florida Ave S, Lakeland.

  • Where are Allen & Company offices?

    Allen & Company has offices in Lakeland, Melbourne and Winter Haven.

  • How many offices does Allen & Company have?

    Allen & Company has 3 offices.