JC
JC

John Mccarthy Collins

3 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

John is a Client Services Manager at Erben Associates LLC, an M Financial Group Member Firm, focusing on exit and succession planning. This activity is investment-related and takes up more than full-time hours.

Employment History
Current Registrations
Erben Associates, LLC
July 2023 - Present · 2 yrs 7 mos
M Holdings Securities, INC.Broker
May 2022 - Present · 3 yrs 9 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.