Heather Newell
Registered Client Service Associate at Allen & Company Of Florida, Inc. - Lakeland, FL, US
Heather Newell's Colleagues at Allen & Company Of Florida, Inc.
Cynthia Marotz
financial advisor, certified wealth strategist, chartered retirement plans specialist
Heather Newell's Contact Details
863-688-9000
Lake Alfred, Florida, United States
Allen & Company Of Florida, Inc.
Heather Newell's Company Details
Allen & Company's longstanding heritage of personalized customer service spans more than 85 years. From our humble beginnings in J. Everett Allen's windowless office in downtown Lakeland in 1932 to opening multiple locations, generations of family's have trusted Florida's oldest investment firm. Decades later, our values remain the same. The firm's hallmark has always been the client's interest above all else, and the sound principals established by J. Everett Allen is the stability that ensures years of continued service.Securities and advisory services offered though LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info' section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.