Eric Negron, financial advisor Austin TX

Eric Negron

CRD Number: 5378359
Current Firm: Forefront

Eric Negron (CRD# 5378359) is an Investment Advisor Representative working at Forefront in Austin, TX and has over 16 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Calton & Associates, Inc. Austin, TX Mar 2023 - Current 1
Elevated Business Partners Buda, TX Oct 2021 - Current 2
Forefront Wealth Partners Austin, TX Aug 2021 - Current 2
Forefront Insurance Partners Austin, TX Apr 2021 - Current 2
Your Divorce Made Simple Austin, TX Aug 2020 - Current 3
Calton & Associates, Inc. Dripping Springs, TX Feb 2020 - Jan 2023 2
Ifp Securities, LLC Dripping Springs, TX May 2019 - Feb 2020 < 1
Independent Financial Partners Dripping Springs, TX Oct 2015 - Feb 2020 4
Lpl Financial LLC Austin, TX Aug 2013 - Aug 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S66 NASAA Uniform Combined State Law Examination Nov 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Eric J. Negron
Phone Number: 512-617-1984
Registered State(s):
  • CA
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    63
    MILLIONS
  • Total Number of Accounts
    482
    ACCOUNTS
  • Average Account Value
    $129,697
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, CA, FL, MI, NH, OH, PA, TX, VA, WA, WI

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