Erben Associates, LLC

Erben Associates, LLC (CRD# 148703) is a financial advisory firm headquartered in Austin, TX. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, PR, TX

Financial Advisors at Erben Associates, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Korbett L. Roberts
CRD#: 4504758
300 Beardsley Lane, Bldg. D, Suite 200, Austin, TX 78746
96
Wealthminder
score

Korbett Roberts (CRD# 4504758) is an Investment Advisor Representative working at Erben Associates, LLC in Austin, TX and has over 16 years of experience in the finance industry. Korbett Roberts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James B. Erben
CRD#: 2284879
300 Beardsley Lane, Bldg. D, Suite 200, Austin, TX 78746
93
Wealthminder
score

James Erben (CRD# 2284879) is an Investment Advisor Representative working at Erben Associates, LLC in Austin, TX and has over 25 years of experience in the finance industry.

3
Mark J. McAdams
CRD#: 4511531
300 Beardsley Lane, Bldg. D, Suite 200, Austin, TX 78746
93
Wealthminder
score

Mark McAdams (CRD# 4511531) is an Investment Advisor Representative working at Erben Associates, LLC in Austin, TX and has over 16 years of experience in the finance industry.

4
Brittany K. Worrell
CRD#: 6134676
300 Beardsley Lane, Bldg. D, Suite 200, Austin, TX 78746
93
Wealthminder
score

Brittany Worrell (CRD# 6134676) is an Investment Advisor Representative working at Erben Associates, LLC in Austin, TX and has over 5 years of experience in the finance industry.

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