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Brittany Martin Worrell

Investment adviser representative at Erben Associates, LLC
14 yearsExperience
1 stateRegistered in
$402.5MFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Fixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Pension consulting

Experience

14 years in the industry.

  1. Erben Associates, LLCNov 2012 to now
  2. M Holdings Securities, Inc.Nov 2012 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 1 state (TX).

Erben Associates, LLC

$402.5MAssets managed
128Clients
8Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6134676
Firm CRD
148703
Advisor's SEC record (opens in a new tab)
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