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Michael Neill Walker

ALLEN & COMPANY OF FLORIDA, LLC·LAKELAND, Florida
Series 24Series 27Series 79Series 99Series 7Series 6Series 65Series 63SIELicensed in 3 states
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1401 SOUTH FLORIDA AVE, LAKELAND, FL 33803CRD# 2960002Firm CRD# 25
01

About

Michael Neill Walker 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ALLEN & COMPANY OF FLORIDA, LLC
ALLEN & COMPANY OF FLORIDA, LLC
AUM
$1.4B
Regulatory assets under management
Employees
65
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2960002
Firm CRD# 25
No disclosures on file
View on FINRA BrokerCheck →

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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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