Korbett Roberts, financial advisor Austin TX
96 score

Korbett Roberts

CRD Number: 4504758
Current Firm: Erben Associates, LLC

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.

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Professional Designations
Company Name Location Dates Years
Erben Associates, LLC Waco, TX Apr 2016 - Current 2
M Holdings Securities, Inc. Portland, OR Feb 2009 - Current 9
Benefit Concepts, Inc. Portland, OR Feb 2009 - Apr 2016 7
Auctoris Denver, CO May 2006 - Apr 2016 9
Northwestern Mutual Investment Services, LLC Waco, TX Jul 2008 - Feb 2009 < 1
Northwestern Mutual Investment Services LLC Waco, TX May 2007 - Feb 2009 1
The Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2001 - Feb 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
Contact Info for Korbett L. Roberts
Phone Number: 512-402-0250
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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