Allen & Company's longstanding heritage of personalized customer service spans more than 80
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 to grow their wealth and help secure their financial future.
When Ralph Allen joined his father's firm in 1963, Allen & Company had four financial advisors. Today we have grown to nearly 70 associates in three offices across Central Florida, and we are on pace to have doubled in size over the past 15 years.
Allen & Company expanded to eastern Polk County in 1968 with the establishment of our Winter Haven office. In 1987, our flagship office in Lakeland moved after 50 years in the same downtown location to its current residence, the Allen Building, on South Florida Avenue. With a growing need for advisors across Central Florida, we opened an office in Viera in 2012.
Our growth has been both strategic and intentional, and our continued expansion is a result of making relationships our priority. While our client-focused personal service sets us apart, the firm consistently invests in our associates. In fact, Allen & Company created an ESOP in 2012 to give our employees an ownership interest in the firm. We know that when we invest in our associates, everyone benefits.
|Firm Start Year:||1932|
|States Licensed in:||FL GA NC VA CO|
|I work with the following types of clients:||Non-Profit Organizations , Businesses , Individual Investors|
|Investment Types:||Bonds , Stocks , Annuities , Insurance , Mutual Funds , Options & Futures , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via email , Via phone , At my office , At your home , Video Conference , At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability , Health , Variable Life , Long Term Care , Variable Annuity , Life , Annuity|
|Financial Organization Memberships:||Certified Financial Planner|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Based on Assets|
|Organization:||Volunteers in Service to the Elderly Lakeland, Florida|
|Duration :||2017-Currently holding|
|B.S. Financial Management - Finance||
Florida Southern University - Lakeland, Florida
A Polk County native, Troy received a B.S. in Financial Management from Florida Southern College where he also played baseball. His wife is a Speech Language Pathologist at Central Florida Speech and Hearing Center. Troy and his wife live in Lakeland where they are members of St. Josephs Catholic Church.
As a sports enthusiast who played high school and collegiate baseball, Troys career provided him with a team player attitude that enables him to focus on giving back to his community. Troy and his wife lend their time and talents to local organizations including Good Shepherd Hospice, the Bethany Center for Grieving Teens and Youth, Camp Brave Heart, and the United Way of Central Florida. Troy also serves on the board for Volunteers in Service to the Elderly (VISTE) and is a graduate of Leadership Lakeland class 32.
Troy received the 2016 Volunteer of the Year Award for Alliance for Independence with his role in the Wine Festival of Central Florida event that raises funds for adults with disabilities.
He joined the Allen & Company team of Financial Advisors in 2007 after serving as a college intern. A Certified Wealth Strategist®, Troy is also a CERTIFIED FINANCIAL PLANNER". He holds Series 7 and 66 licenses, as well as Life, Health and Variable Annuities.
|Fort Meade||Haines City|
|Lake Alfred||Lake Hamilton|
|Plant City||Polk City|
|Mon.||8:30 AM - 6:00 PM|
|Tue.||8:30 AM - 6:00 PM|
|Wed.||8:30 AM - 6:00 PM|
|Thu.||8:30 AM - 6:00 PM|
|Fri.||8:30 AM - 6:00 PM|
Health & Wealth - The Marathon by Troy Garcia
Details:Connect Here to Troy Garcia Articles https://alleninvestments.com/health-wealth/ ...more
2016 Volunteer of the Year Award for Alliance for Independence with his role in the Wine Festival of Central Florida event that raises funds for adults with disabilities.