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Allen & Company of Florida,LLC Employee Directory

Financial ServicesFlorida, United States51-200 Employees

Allen & Company of Florida, LLC is a financial services firm based at 1401 South Florida Avenue, Lakeland, Florida 33803. The organization employs between 51 and 200 people. The firm traces its roots to 1932 when J. Everett Allen operated from a windowless office in downtown Lakeland, and it is described as Florida's oldest investment firm, having expanded to multiple locations over generations. Securities and advisory services are offered through LPL Financial, a registered investment adviser and member FINRA/SIPC. In January 2026, Allen & Company signed The Estate Companies, LLC as a new client and, together with law firm Latham & Watkins, is leading the sale process expected to continue through the 2026 off-season.

Find Allen & Company of Florida,LLC employees' phone numbers or email addresses

Allen & Company of Florida,LLC Global Highlights

Location
Employees

North America
74

Minus sign iconPlus sign icon
  • United States Of America
    74

Allen & Company of Florida,LLC's Leadership

  • Stylized image of a person
    L. J.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. Z.
    Allen & Company Cco, Lpl Regional Supervisory Principal, Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. E.
    Senior Vice President, Cfp®, Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. H.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. A.
    Vice President, Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. S.
    Vice President, Financial Advisor, Aif®, Crpc®, Cws®
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. S.
    Vice President, Director Of Operation
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. V.
    Senior Vice President, Financial Advisor
    Phone icon
    Mobile Phone

Allen & Company of Florida,LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Accounting
  • Administrative
  • Other

Contact profiles from Allen & Company of Florida,LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. Z.
    Allen & Company Cco, Lpl Regional Supervisory Principal, Vice President
    Phone icon
    Mobile Phone
    United StatesFlorida
    May 31, 2026
  • Stylized image of a person
    L. J.
    Chief Financial Officer
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    K. E.
    Senior Vice President, Cfp®, Financial Advisor
    Phone icon
    Mobile Phone
    United StatesFlorida
    Apr 13, 2026
  • Stylized image of a person
    L. H.
    Vice President
    Phone icon
    Mobile Phone
    United StatesFlorida
    Apr 16, 2026
  • Stylized image of a person
    R. A.
    Vice President, Financial Advisor
    Phone icon
    Mobile Phone
    United StatesFlorida
    Oct 25, 2025
  • Stylized image of a person
    W. S.
    Vice President, Financial Advisor, Aif®, Crpc®, Cws®
    Phone icon
    Mobile Phone
    United StatesFlorida
    May 31, 2026
  • Stylized image of a person
    B. S.
    Vice President, Director Of Operation
    Phone icon
    Mobile Phone
    United StatesFlorida
    Sep 08, 2025
  • Stylized image of a person
    S. V.
    Senior Vice President, Financial Advisor
    Phone icon
    Mobile Phone
    United StatesFlorida
    Apr 27, 2026
  • Stylized image of a person
    S. H.
    Assistant Vice President Of Regional Operations
    Phone icon
    Mobile Phone
    United StatesFlorida
    Feb 24, 2026
  • Stylized image of a person
    M. W.
    Vice President
    Phone icon
    Mobile Phone
    United States
    Apr 22, 2026

Frequently Asked Questions

What is Allen & Company of Florida,LLC known for?

Minus sign iconPlus sign iconAllen & Company of Florida,LLC was founded in 1932 operates in the Financial Services industry. The company's main headquarters is located in 1401 South Florida Avenue Lakeland, Florida 33803 United States; you can contact the main corporate office by phone at
+1-202-544-****
. Explore Allen & Company of Florida,LLC's company overview page for more information.

What is Allen & Company of Florida,LLC's most common email format?

Minus sign iconPlus sign iconAllen & Company of Florida,LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Allen & Company of Florida,LLC email formats with LeadIQ.

How many employees does Allen & Company of Florida,LLC have currently?

Minus sign iconPlus sign iconAllen & Company of Florida,LLC has approximately 68 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Allen & Company of Florida,LLC's key employees and leadership?

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As of June 2026, Allen & Company of Florida,LLC's key employees include:

  • Chief Financial Officer: L. J.
  • Allen & Company Cco, Lpl Regional Supervisory Principal, Vice President: C. Z.
  • Senior Vice President, Cfp®, Financial Advisor: K. E.
  • Vice President: L. H.
  • Vice President, Financial Advisor: R. A.

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