Randall Carlisle Newton
Investment adviser representative at Eagle Wealth Management Group Inc.
27 yearsExperience
2 statesRegistered in
$417.5MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
27 years in the industry.
- Eagle Wealth Management Group Inc.Jul 2024 to now
- Abiding Wealth Advisors, LLCMay 2019 to now
- Lodestar Tax and AccountingFeb 2019 to now
- Crown Capital Securities, LPJul 2011 to now
- Newton Cpa, PllcMar 1999 to now
- Service ExpressJul 2003 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2001
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
Eagle Wealth Management Group Inc.
$417.5MAssets managed
480Clients
5Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2849862
- Firm CRD
- 327052