Edward Neal Deaton
Investment adviser representative at Mbl Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Mbl AdvisorsJan 2025 to now
- Edge Capital Group, LLCOct 2018 to Dec 2024
- UnemployedMay 2018 to Sep 2018
- Carolina Capital Consulting, Inc.Oct 2017 to Apr 2018
- UnemployedMar 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (NC).
Mbl Advisors
Legal name: Mbl Wealth, LLC
$1.4BAssets managed
270Clients
10Advisers
6 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
- 4870180
- Firm CRD
- 305176