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Brittany Martin Worrell

12 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
7 advisors
Number of Clients
122 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$335.3M

Fee Structure

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Location

300 Beardsley Lane, Bldg. D, Suite 200, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brittany is the Director of Operations, CCO, and handles HR/Underwriting at Erben Associates LLC, an M Financial Group Member Firm, since 2012. She also works as an IAR in compliance at Erben Associates LLC, a Registered Investment Adviser, since 2013; these roles each take nearly full-time.

Employment History
Current Registrations
Erben Associates, LLC
May 2013 - Present · 12 yrs 9 mos
M Holdings Securities, INC.Broker
December 2012 - Present · 13 yrs 2 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.