Eddie Allen, financial advisor Lake Mary FL

Eddie Allen

CRD Number: 1280627
Current Firm: Newport Group Consulting, LLC

Eddie Allen (CRD# 1280627) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Ascensus Dresher, PA Jul 2023 - Current < 1
Newport Group Consulting, LLC Lake Mary, FL Jan 2018 - Current 6
Newport Group Inc. Dresher, PA Feb 2018 - Sep 2023 5
Newport Group Securities, Inc. Lake Mary, FL Jan 1997 - Sep 2023 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1994
S65 NASAA Investment Advisors Law Examination Sep 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Eddie B. Allen
Phone Number: 407-333-2905
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    10,396
    MILLIONS
  • Total Number of Accounts
    589
    ACCOUNTS
  • Average Account Value
    $17,650,555
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI

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