Unclaimed Profile

Keith Edward Albritton

ALLEN & COMPANY OF FLORIDA, LLC·LAKELAND, Florida

Series 24, Series 72, Series 7, Series 66CFPALLEN & COMPANY OF FLORIDA, LLC

1401 SOUTH FLORIDA AVE, LAKELAND, FL 33803CRD# 2800204Firm CRD# 25

Profile Verification

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

Identity

Keith Edward Albritton · LAKELAND, FL

Registration

CRD #2800204 · ALLEN & COMPANY OF FLORIDA, LLC

Brand Profile

Not yet started

Disclosure history

25 disclosures on file · See FINRA BrokerCheck for full record

About

Keith Edward Albritton 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# 2800204

Firm CRD# 25

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Keith Edward Albritton offer?

Keith Edward Albritton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKELAND, Florida for a consultation.

What are Keith Edward Albritton's credentials?

Keith Edward Albritton holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Keith Edward Albritton located?

Keith Edward Albritton 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 Keith Edward Albritton charge for services?

Keith Edward Albritton'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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