Unclaimed Profile

Carol Manning Zitzelberger

ALLEN & COMPANY OF FLORIDA, LLC·LAKELAND, Florida

Series 14, Series 4, Series 53, Series 24, Series 99, Series 79, Series 57, Series 52, Series 55, Series 7, Series 66, Series 65, Series 63Clean recordALLEN & COMPANY OF FLORIDA, LLC

1401 SOUTH FLORIDA AVE, LAKELAND, FL 33803CRD# 1741455Firm CRD# 25

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carol Manning Zitzelberger · LAKELAND, FL

Registration

CRD #1741455 · ALLEN & COMPANY OF FLORIDA, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carol Manning Zitzelberger is a registered financial advisor based in LAKELAND, Florida, affiliated with ALLEN & COMPANY OF FLORIDA, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ALLEN & COMPANY OF FLORIDA, LLC

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALLEN & COMPANY OF FLORIDA, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1741455

Firm CRD# 25

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carol Manning Zitzelberger offer?

Carol Manning Zitzelberger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKELAND, Florida for a consultation.

What are Carol Manning Zitzelberger's credentials?

Carol Manning Zitzelberger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carol Manning Zitzelberger located?

Carol Manning Zitzelberger is based in LAKELAND, Florida, working with ALLEN & COMPANY OF FLORIDA, LLC. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.

How does Carol Manning Zitzelberger charge for services?

Carol Manning Zitzelberger's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLEN & COMPANY OF FLORIDA, LLC?

ALLEN & COMPANY OF FLORIDA, LLC has approximately 65 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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