DM
DM

Danny James Mcgovern

27 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

Danny is the Director of Managed Assets at Erben Associates, dedicating nearly full-time hours to this role. He also oversees third-party asset managers for Erben Associates RIA, spending nearly full-time hours on this activity as well.

Employment History
Current Registrations
Erben Associates, LLC
February 2018 - Present · 8 yrs
M Holdings Securities, INC.Broker
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
M Holdings Securities, INC.
January 2018 - April 2018 · 3 mos
Brinker Capital INC
May 2006 - January 2018 · 11 yrs 8 mos
Brinker Capital Securities, INC.Broker
December 1999 - January 2018 · 18 yrs 1 mo
Vanguard Marketing CorporationBroker
January 1997 - January 1998 · 1 yr
Prudential Securities IncorporatedBroker
September 1996 - November 1996 · 2 mos
State Registrations6 states
AZCONJNYPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.