Unclaimed Profile

Michael Neill Walker

ALLEN & COMPANY OF FLORIDA, LLC·LAKELAND, Florida

SIE, Series 6, Series 7, Series 24, Series 27, Series 63, Series 65, Series 79TO, Series 99TOClean record19 years registeredALLEN & COMPANY OF FLORIDA, LLC

1401 SOUTH FLORIDA AVE, LAKELAND, FL 33803CRD# 2960002Firm CRD# 25

Profile Verification

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

Identity

Michael Neill Walker · LAKELAND, FL

Registration

CRD #2960002 · 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

Aug 2006 – Mar 2022

LAKELAND, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 27

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · August 22, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Neill Walker offer?

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

What are Michael Neill Walker's credentials?

Michael Neill Walker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Neill Walker located?

Michael Neill Walker 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 Neill Walker charge for services?

Michael Neill Walker'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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