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Advisors / Texas / Houston
29yrs

Erin Spring

Financial advisor at Merrill

Based in Houston, Texas, Erin Spring is a fiduciary financial advisor with 29 years of industry experience. Erin has been with Merrill since 2011; before that, Erin spent three years at UBS Financial Services. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.

One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.

Houston, TX 77079Top 16% by experience in TexasFiduciary advisor
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At a glance

Experience29 years (since 1997)
How that compares ?Top 16% by experience in Texas
Office15375 Memorial Dr, Houston, TX 77079
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state

Services through Merrill

Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2011 – now
    MerrillCurrent firm
  2. 2008 – 2011
  3. 1998 – 2008
    MerrillPreviously

Questions to ask Erin

Tailored to Erin’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Erin

How do I contact Erin?

Call Merrill at 800-637-7455 and ask for Erin Spring. Erin works from the Houston, TX office.

How long has Erin been a financial advisor?

Erin has been in the industry since 1997, about 29 years. Top 16% by experience in Texas.

What licenses does Erin hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Erin a fiduciary?

Erin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Erin paid?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Erin for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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