Eric Negron
Advisor at Forefront
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Forefront
Location
Austin, TX 78735
Credentials
Series 63, Series 66
Industry experience
18 years
About
Eric Negron is a financial advisor at Forefront with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Equity Comp Advisors and Elevated Business Partners. Outside of advisory work, Negron is involved in tax preparation and life insurance through Forefront Tax Partners and Forefront Insurance Partners, and he also participates in IT consulting and financial advisor conference activities. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm emphasizes individualized investment policies, periodic client reviews, and coordination with external professionals, while maintaining affiliated businesses in tax and insurance services.
Client services
Based on Forefront
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Forefront
Business exit / sale strategy
Business ownership considerations
Business succession planning
Cash flow / budgeting
Planning for children with special needs
Fee options
Financial planning fixed fees range from $2,500 to $100,000; Estate planning coordination fixed fees range from $300 to $10,000.
Negotiable blended rate up to 3% annually
Compensation from sale of securities or investment products including asset-based sales charges or service fees from mutual funds sales; specific amounts not stated.
$150 to $1,000 per hour depending on service level and professional.
Location
7500 Rialto Blvd, Bldg 1, Suite 250
Austin, TX 78735
Most active in
Eric N has reported serving >5 clients in these states in the last 12 months.
California · Florida · Texas · Virginia
Work history
Equity Comp Advisors
2025 - Present (1 year)
Forefront Wealth Partners
2024 - Present (2 years)
Calton & Associates, Inc.
2023 - Present (3 years)
Elevated Business Partners
2021 - 2024 (3 years)
Forefront Wealth Partners
2021 - 2024 (3 years)
Forefront Insurance Partners
2021 - Present (5 years)
Your Divorce Made Simple
2020 - 2024 (4 years)
Calton & Associates, Inc.
2020 - 2023 (3 years)
IFP Securities, LLC
2019 - 2020 (1 year)
Independent Financial Partners
2015 - 2020 (5 years)
LPL Financial
2013 - 2018 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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