Allen & Company of Florida,LLC
Financial Services • 
Lakeland, Florida, United States • 51-100 Employees
Company overview
| Headquarters | 1401 South Florida Avenue, Lakeland, Florida 33803, US |
| Phone number | +18632944017 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Wealth Management, Retirement Planning, Financial Planning, Investment Securities, Corporate Retirement Plans |
| Founded | 1932 |
| Employees | 51-100 |
| Socials |
Key Contacts at Allen & Company of Florida,LLC
Isaac Hartmann
Managing Director, Cfp®, Cfa, Cka®
Robin Chaddick
Director Of Marketing
Bill Sassano
Vice President, Director Of Operation
Allen & Company of Florida,LLC Email Formats
Allen & Company of Florida,LLC uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@alleninvestments.com), used 77.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@alleninvestments.com | 77.8% |
{last name}{last name} | doedoe@alleninvestments.com | 11.1% |
{first initial}.{last name} | j.doe@alleninvestments.com | 3.7% |
{first name}{last name} | johndoe@alleninvestments.com | 3.7% |
{last name} | doe@alleninvestments.com | 3.7% |
About Allen & Company of Florida,LLC
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.
Allen & Company of Florida,LLC revenue & valuation
| Annual revenue | $15,000,000 |
| Revenue per employee | $221,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $48,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Allen & Company of Florida,LLC has 34 employees across 5 departments.
Departments
Number of employees
Funding Data
Allen & Company of Florida,LLC has never raised funding before.
Allen & Company of Florida,LLC Tech Stack
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Frequently asked questions
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