Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddie? Claim Your ProfileEddie Allen is a financial advisor with over 30 years of experience in the industry. Eddie is currently registered with Newport Group Consulting, LLC, a firm that specializes in investment performance analytics for retirement plans, foundations, and endowments. Eddie also provides managed account services for plan participants. Prior to joining Newport Group Consulting, LLC, Eddie was with Newport Group Securities, Inc. for over 26 years. Eddie holds a Series 6, 7, 63, and 65 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
01/24/2018 - Present
Newport Group Consulting, LLC (LAKE MARY FL)
FL
01/21/1997 - 09/06/2023
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
MA
10/12/1994 - 12/10/1996
MUTUAL SERVICE CORPORATION (BOSTON MA)
FL
09/28/1994 - 01/17/1995
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
NA
06/10/1987 - 05/24/1988
CAPITOL SECURITIES MANAGEMENT, INC.
NA
11/04/1985 - 12/15/1986
CAPITAL ANALYSTS, INCORPORATED
IA
Issued 09/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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