Eugene Joshua Allen

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 06/2019 → 01/2020
  Enterprise Holdings
  Charlotte, NC
• 08/2015 → 05/2019
  East Carolina University
  Greenville, NC
• 08/2017 → 05/2019
  East Carolina University
  Greenville, NC
• 11/2015 → 07/2018
  Footlocker Inc
  Greenville, NC
• 10/2020 → 12/2020
  Target
  Concord, NC
• 07/2022 → 08/2022
  Apple, Inc
  Charlotte, NC
• 03/2023 → 06/2023
  Canopy Cocktails And Garden
  Charlotte, NC
• 07/2024 → 11/2024
  Frenchy's Sip And Shop
  Charlotte, NC
• 10/2025 → 03/2026
  Legion Brewing
  Charlotte, NC
• 01/2020 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 07/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-07-17
• S63 Uniform Securities Agent State Law Examination
  2020-05-20

Other Names

• Eugene Joshua Lumpkin
• Eugene Lumpkin
• Eugene Allen