Unclaimed Profile

Michael Henry Wright

ALLEN & COMPANY OF FLORIDA, LLC·LAKELAND, Florida

SIE, Series 4, Series 7, Series 24, Series 66CFP19 years registeredALLEN & COMPANY OF FLORIDA, LLC

1401 SOUTH FLORIDA AVE, LAKELAND, FL 33803CRD# 3255791Firm CRD# 25

Profile Verification

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

Identity

Michael Henry Wright · LAKELAND, FL

Registration

CRD #3255791 · ALLEN & COMPANY OF FLORIDA, LLC · 19 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jan 2022 – present

ALLEN & COMPANY OF FLORIDA, LLC

Nov 2019 – Mar 2022

LAKELAND, FL

ALLEN & COMPANY OF FLORIDA, LLC

Sep 2006 – Nov 2019

LAKELAND, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 66

Registration record

First registered · September 5, 2006

Years registered · 19

Professional designation · CFP

Disclosure History

2015Customer Dispute·Withdrawn

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ALLEN & COMPANY OF FLORIDA, LLC

CRD 25 · SEC 801-57874

AUM

$1.4B

Regulatory assets under management

Employees

3,621 client accounts

Services offered by ALLEN & COMPANY OF FLORIDA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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

Introduction

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Frequently Asked Questions

What services does Michael Henry Wright offer?

Michael Henry Wright specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKELAND, Florida for a consultation.

What are Michael Henry Wright's credentials?

Michael Henry Wright holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Henry Wright located?

Michael Henry Wright 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 Michael Henry Wright charge for services?

Michael Henry Wright'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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