Eddie Allen is a registered investment advisor, based in Lake Mary, FL, with 33 years of industry experience.
Location
300 Primera Blvd., Suite 200, Lake Mary, FL, 32746
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Regulatory History (3)
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Regulatory
December 1995Final
Criminal
January 1985Final Disposition
Criminal
June 1978Final Disposition
Other Business ActivitiesSells Insurance
Eddie owns 100% of EBA Holdings, Inc., established in 2000 for personal financial holdings, but devotes no time to it. He also attends quarterly board meetings for Citrus Transport LLC as a passive investor, dedicating a few hours per week, and may offer insurance products through his firm or its affiliates.
Employment History
Current Registrations
Ascensus Broker Dealer Services, LLC
July 2023 - Present · 2 yrs 9 mos
Ascensus Broker Dealer Services, LLCBroker
July 2023 - Present · 2 yrs 9 mos
Newport Group Consulting, LLC
January 2018 - Present · 8 yrs 3 mos
Previous Registrations
Newport Group Securities, INC.
October 2003 - December 2017 · 14 yrs 2 mos
Newport Group Securities, INC.Broker
January 1997 - September 2023 · 26 yrs 8 mos
Mutual Service CorporationBroker
October 1994 - December 1996 · 2 yrs 2 mos
Newport Group Securities, INC.Broker
September 1994 - January 1995 · 4 mos
Capitol Securities Management, INC.Broker
June 1987 - May 1988 · 11 mos
Capital Analysts, IncorporatedBroker
November 1985 - December 1986 · 1 yr 1 mo
State Registrations17 states
ALCACODEFLGAIAILMDMIMNMONCNJNYSCTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.