Eddie AllenCRD Number: 1280627
Current Firm: Newport Group Consulting, LLC
Eddie Allen (CRD# 1280627) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Jacksonville, FL and has over 23 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Newport Group Consulting, LLC||Lake Mary, FL||Jan 2018 - Current||< 1|
|Newport Group Securities, Inc.||Lake Mary, FL||Jan 1997 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1994|
|S65||NASAA Investment Advisors Law Examination||Sep 2003|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Regulatory Event
- Criminal Record
Total Assets Under Management990MILLIONS
Total Number of Accounts116ACCOUNTS
Average Account Value$8,533,269
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AL, CA, FL, IL, KS, MA, MD, MO, NC, OH, PA, TX, VA
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