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 Walker

Michael Walker

Vice President Regional Operations
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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 Company Culture

  • Overall Culture

    B

    70/100

  • CEO Rating

    B+

    73/100

  • Compensation

    D+

    60/100

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Allen & Company Blogs

Start to Invest Again

In my previous blog, I discussed what we have learned from the Covid-19 pandemic. As stated, the vaccine is now […] The post Start to Invest Again appeared first on Allen & Company.

Regarding Retirement, there are Ants and Grasshoppers

I was talking to my friend Gary the other day, ok, maybe it was more like three months ago, but […] The post Regarding Retirement, there are Ants and Grasshoppers appeared first on Allen & Company.

Introducing the Health & Wealth Podcast

A follower of Troy Garcia’s blog, Health & Wealth? Now you can add listening to his insights through a podcast. […] The post Introducing the Health & Wealth Podcast appeared first on Allen & Company.

Choosing the Correct Health Insurance

All I wanted to do was choose the right health insurance. It’s all confusing, and I found myself in a […] The post Choosing the Correct Health Insurance appeared first on Allen & Company.

Do You Know What is in your Retirement Plan?

Investors can diversify their portfolios by using different mutual funds or exchange-traded funds (ETF’s), saving clients the time of doing […] The post Do You Know What is in your Retirement Plan? appeared first on Allen & Company.

Virtual Networking During COVID and Beyond

You don’t have to be a business owner or marketing professional to benefit from social media. I landed on virtual […] The post Virtual Networking During COVID and Beyond 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.