Oxbow Advisors
47yrs
Top advisor by experience in Austin
18yrs
Eric Dolin has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Austin, Texas. Eric has been with Forefront since 2026; before that, Eric spent three years at Rembrandt Financial Group and nine years at J.P. Morgan Securities. Forefront offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 64% of advisors at Forefront
OfficeAustin, TX
FirmForefront
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$419,021
Advisors at the firm28
States licensed ?1 state
Services through Forefront
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jul 2026 – nowForefrontCurrent firm
- 2023 – 2025Rembrandt Financial Group LLCPreviously
- 2012 – 2021J.P. Morgan Securities LLCPreviously
- May 2011 – Oct 2012Chase Investment Services Corp.Previously
- 2009 – 2011Edward JonesPreviously
Contact Eric
(512) 617-1984Forefront main office Austin, TXOffice · Get directions Facebook pageForefrontIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Forefront at (512) 617-1984 and ask for Eric Dolin. Eric works from the Austin, TX office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2009, about 18 years. More experience than 64% of advisors at Forefront.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Forefront reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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