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Our People Archive - Allen Company At Allen Company, we put people first Our staff and financial advisors are at the heart of what we do, and our team is dedicated to providing the best in personal service and financial planning Here, you can meet our entire staff, who work out of one of our offices in Lakeland, Winter Haven, or the Space Coast
Contact - Allen Company Contact - Building relationships and financial plans for over 85 years
History - Allen Company Our History Florida’s Oldest Investment Firm 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 in Florida Generations of family’s have trusted Florida’s oldest investment firm in guiding them to invest and
News - Allen Company Noteworthy and relevant information will be added here to keep you up to date with the latest at Allen Company
Keith Albritton – Legacy Group Allen Investments Keith earned a B S in Finance from the University of Florida in 1991, and was a four-year letterman on the UF golf team that won two SEC championships and more than 12 team titles He joined Allen Company in 1996 as a Financial Advisor Keith is a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® He holds both the Series 7, 24 and 66 registrations with LPL
Dana Hurley - Lakeland Financial Advisors - Allen Company Meet Dana Hurley | Lakeland Financial AdvisorsDana is deeply passionate about helping and educating people, empowering them to make the best decisions for themselves and their families With a commitment to providing guidance and support, Dana works to ensure that her clients are equipped with the knowledge and tools they need to navigate life’s challenges Growing up in the Midwest, Dana
Isaac Hartmann - Lakeland Financial Advisors, Space Coast Financial . . . After graduating from the University of Florida with a BS in Finance, Isaac began his career with Allen Company in 2004 and is the Managing Director of Team Devoted He is dedicated to pursuing the team’s vision: “For You Generous Together ” He holds the CERTIFIED FINANCIAL PLANNER™ and Certified Kingdom Advisor® certifications, as well as the CHARTERED FINANCIAL ANALYST® Charter