Lindsey Ellis

from Newport Group Consulting, LLC
SEC regulated
Regulated Investment Advisor
Lindsey Ellis is a financial advisor based in Florida, Lake Mary, with 17 years of experience. Lindsey currently works for Newport Group Consulting, LLC. Lindsey maintains a S65 license (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Lindsey Ellis works at Newport Group Consulting, LLC
Newport Group Consulting, LLC is a financial advisory firm based in Lake Mary, Florida. It currently has approximately $634,041,952 of assets under management and employs about 38 people. Newport Group Consulting, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
300 Primera Blvd., Suite 200, Lake Mary, Florida, 32746

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