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Paul Gerald Escobar

Newport Group Consulting, LLC

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About Paul Gerald Escobar

Paul Gerald Escobar is a financial advisor with over 20 years of experience. Currently, Paul works at Newport Group Consulting, LLC, in Lake Mary, Florida. Prior to joining Newport Group Consulting, LLC, Paul worked at Newport Group Securities, Inc. for over 10 years. Paul's experience spans across several financial firms, including BC Securities Inc, Lincoln Financial Securities Corporation, State Street Global Markets, LLC, NFP Securities, Inc., Mellon Funds Distributor, L.P., MBSC, LLC, FIS Securities, Inc. and Aetna Investment Services, Inc. Paul holds Series 6, 7, 65 and 66 licenses and has a strong background in providing investment performance analytics for retirement plans, foundations and endowments. Paul also provides managed account services for plan participants.

Firm Information

Paul Escobar is currently registered with Newport Group Consulting, LLC. Newport Group Consulting, LLC is a Lake Mary, Florida-based investment advisor with approximately $2.56 billion in regulatory assets under management. The firm provides investment performance analytics for retirement plans, foundations and endowments. They also offer managed account services for plan participants, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and pooled investment vehicles.
Newport Group Consulting, LLC

300 PRIMERA BLVD.

LAKE MARY, FL 32746

$2.56B

Assets Under Management

197

Total Clients

20

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants

Investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets under advisement

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Paul Escobar’s Registration & Firm History

FL

05/01/2017 - Present

Newport Group Consulting, LLC (LAKE MARY FL)

FL

01/24/2013 - 08/31/2023

NEWPORT GROUP SECURITIES, INC. (Lake Mary FL)

MA

11/03/2010 - 12/31/2012

BC SECURITIES INC. (BOSTON MA)

MA

11/05/2009 - 11/02/2010

LINCOLN FINANCIAL SECURITIES CORPORATION (BRAINTREE MA)

MA

03/25/2008 - 02/04/2009

STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)

MA

08/23/2005 - 10/31/2007

NFP SECURITIES, INC. (NEWTON MA)

MA

01/08/2004 - 08/12/2005

MELLON FUNDS DISTRIBUTOR, L.P. (BOSTON MA)

NY

04/30/2004 - 11/05/2004

MBSC, LLC (NEW YORK NY)

MA

06/23/1999 - 10/25/2002

FIS SECURITIES, INC. (BOSTON MA)

CT

10/27/1997 - 10/12/1998

AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)

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Licenses & Designations

IA

Issued 12/07/2009

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/14/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2000

Series 7 - General Securities Representative Examination

BC

Issued 10/24/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Gerald Escobar.
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