Eric Negron
Eric Negron is a registered investment advisor at Calton & Associates, INC., based in Austin, TX, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX, 78735
Get directionsHistory
Regulatory History (5)
Employment Separation After Allegations
February 2020Financial
December 2019Employment Separation After Allegations
August 2018Regulatory
August 2018Customer Dispute
October 2016Other Business ActivitiesSells Insurance
Eric is a partner at Forefront Tax Partners and Forefront Insurance Partners, and CEO of Forefront Wealth Partners. He also owns Forefront Advisors Network, Forefront, Forefront Investment Partners, Advisor IT Partners, and works as an agent for AgencyOne.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Forefront
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Ifp Securities, LLCBroker
Independent Financial Partners
LPL Financial LLCBroker
LPL Financial LLC
Securities America, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Colonial Brokerage, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.