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, FL, US
Founded1932
Websitealleninvestments.com
Cybersecurity ratingBMore
Allen & Company was founded in 1932 and is headquartered in Lakeland, FL, US

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Key People/Management at Allen & Company

Laura Hawley

Laura Hawley

Vice President Financial Advisor
Keith Albritton

Keith Albritton

Vice President Financial Advisor
Fred Lopez

Fred Lopez

Vice President, Financial Advisor
Carol Zitzelberger

Carol Zitzelberger

Vice President Allen & Company Chief Compliance Officer LPL Regional Supervisory Principal
Eric Greenhow

Eric Greenhow

Vice President Financial Advisor
Michael Wright

Michael Wright

Vice President, Financial Advisor
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Allen & Company Office Locations

Allen & Company has offices in Lakeland, Melbourne and Winter Haven
Lakeland, FL, US (HQ)
1401 Florida Ave S
Melbourne, FL, US
7380 Murrell Rd #100
Winter Haven, FL, 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

Stories of Your Legacy

I think everyone needs a troubadour. I’ve told a close friend, who is handy with a guitar, that if money […] The post Stories of Your Legacy appeared first on Allen & Company.

Educating Your Children Without Going Broke

The 14 year old is marching through the living room again on her way to the kitchen. Sometimes I wonder […] The post Educating Your Children Without Going Broke appeared first on Allen & Company.

Life’s Expected Factors in Longevity

Recently, I’ve been thinking about my death. When reviewing my social security statement, they predict my wife and I will […] The post Life’s Expected Factors in Longevity appeared first on Allen & Company.

Wealth Preservation Planning

You spent many years growing your wealth. You may be using that wealth to provide income during your retirement years. […] The post Wealth Preservation Planning appeared first on Allen & Company.

The Journey or the Destination?

As my wall calendar has quickly flipped from January to February, I am fighting the passage of time by thinking […] The post The Journey or the Destination? appeared first on Allen & Company.

34th Annual Economic Forecast

Watch Now    The post 34th Annual Economic Forecast 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, Keith Albritton and Fred Lopez.

  • 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.