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
Cybersecurity ratingAMore
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
Carol Zitzelberger

Carol Zitzelberger

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

Eric Greenhow

Vice President Financial Advisor
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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

Fixed Annuities Are Garnering Much Attention

If you’re like many investors these days, you may have some cash sitting in the bank hardly earning any interest. […] The post Fixed Annuities Are Garnering Much Attention appeared first on Allen & Company.

The Art of Generosity

My wife loves to give gifts, especially to our children.  In my opinion, we should go cheap, while we can […] The post The Art of Generosity appeared first on Allen & Company.

Online Shopping: Tips and Tricks

Every year at this time I get so excited for shopping. Scratch that…all year. I’m always so excited for shopping: […] The post Online Shopping: Tips and Tricks appeared first on Allen & Company.

Thanksgiving in the Time of COVID

Thanksgiving in the Time of COVID Happy Thanksgiving, everyone! In 2020, we should name this November holiday, “Thanksgiving in the […] The post Thanksgiving in the Time of COVID appeared first on Allen & Company.

Slowing Down in the “Rush” of Real Estate

How many times have you heard the phrase, “it’s a buyers or seller’s market” and what impact has that had […] The post Slowing Down in the “Rush” of Real Estate appeared first on Allen & Company.

How Gratitude Can Benefit Your Finances

We’ve reached the time of year when many of us reflect on all that we have to be grateful for. […] The post How Gratitude Can Benefit Your Finances 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.