Allen & Company of Florida,LLC Employee Directory

Financial ServicesFlorida, United States51-200 Employees

Allen & Company’s longstanding heritage of personalized customer service spans more than 85 years. From our humble beginnings in J. Everett Allen’s windowless office in downtown Lakeland in 1932 to opening multiple locations, generations of family’s have trusted Florida’s oldest investment firm.  Decades later, our values remain the same. The firm’s hallmark has always been the client’s interest above all else, and the sound principals established by J. Everett Allen is the stability that ensures years of continued service.

Securities and advisory services offered though LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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

Allen & Company of Florida,LLC Global Highlights

Location
Employees

North America
72

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  • United States Of America
    72

Allen & Company of Florida,LLC's Leadership

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    L. J.
    Chief Financial Officer
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    K. E.
    Senior Vice President, Cfp®, Financial Advisor
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    L. H.
    Vice President
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    R. A.
    Vice President, Financial Advisor
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    W. S.
    Vice President, Financial Advisor, Aif®, Crpc®, Cws®
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    B. S.
    Vice President, Director Of Operation
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    S. V.
    Senior Vice President, Financial Advisor
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    S. H.
    Assistant Vice President Of Regional Operations
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Contact profiles from Allen & Company of Florida,LLC

Name
Title
Contact Info
Location
Last Update
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    K. C.
    Vice President, Financial Advisor
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    Aug 28, 2023
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    M. W.
    Vice President
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    Oct 23, 2024
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    I. H.
    Managing Director, Cfp®, Cfa, Cka®
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    United StatesFlorida
    Sep 10, 2025
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    R. C.
    Director Of Marketing
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    United StatesFlorida
    Oct 27, 2025
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    C. H.
    Portfolio Manager
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    United StatesFlorida
    Nov 11, 2025
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    G. R.
    Client Relationship Manager
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    United StatesFlorida
    Oct 25, 2025
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    K. F.
    Branch Administrative Manager
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    United StatesFlorida
    Nov 18, 2025
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    B. S.
    Operations Manager
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    United StatesFlorida
    Oct 22, 2025
  • Stylized image of a person
    A. H.
    Manager Business Operations
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    Oct 21, 2024
  • Stylized image of a person
    L. B.
    Financial Advisor
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    United StatesFlorida
    Oct 20, 2025

Frequently Asked Questions

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

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Allen & Company of Florida,LLC was founded in 1932 operates in the Financial Services industry; you can contact the main corporate office by phone at . 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?

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Allen & 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?

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Allen & Company of Florida,LLC has approximately 68 employees as of December 2025. 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 December 2025, Allen & Company of Florida,LLC's key employees include:

  • Chief Financial Officer: L. J.
  • Senior Vice President, Cfp®, Financial Advisor: K. E.
  • Vice President: L. H.
  • Vice President, Financial Advisor: R. A.
  • Vice President, Financial Advisor, Aif®, Crpc®, Cws®: W. S.

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