ChooseAFinancialAdvisor.com
Advisors / Oregon / Newburg
6yrs

Patrick Eghlidi

Full name on record: Patrick Hazard Eghlidi

Financial advisor at Calton & Associates

Patrick Eghlidi is a fiduciary financial advisor in Newburg, Oregon, with 6 years in the industry. Patrick joined Calton & Associates in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

Newburg, OR 97132Fiduciary advisor
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At a glance

Experience6 years (since 2020)
How that compares ?6 years in the industry
Office2505 Portland Rd Suite 108, Newburg, OR 97132
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee
Typical client at the firm ?$286,773
Advisors at the firm140
States licensed ?1 state

Services through Calton & Associates

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2021 – now

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Patrick

How do I contact Patrick?

Call Calton & Associates at 813-264-0440 and ask for Patrick Eghlidi. Patrick works from the Newburg, OR office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 2020, about 6 years. 6 years in the industry.

What licenses does Patrick hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Patrick a fiduciary?

Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Patrick paid?

Calton & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains. Ask Patrick 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.