TRB Securities, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
52
Avg account
$0

Firm details

Headquarters
Harlingen, Texas
CRD number
322618
Registered since
November 13, 2023

Firm profile

FINTRX

Overview

TRB Securities, LLC is organized as a limited liability company and is recorded with the SEC as of 2023. FINTRX characterizes ownership as a combination of a domestic entity and an individual. The firm is listed as "unclassified" in FINTRX’s taxonomy, and the dataset does not supply a breakdown of its advisory activities, fee schedules, or client segments. FINTRX flags several negative attributes explicitly: TRB Securities is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not listed as a related adviser. Those entries indicate either limited public-facing advisory operations or a narrow, non-traditional business model, but the firm has not provided further detail in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Robert Coulter

    Robert Coulter

    Chief Compliance OfficerCRD 4211707

  • Michael Hebert

    Michael Hebert

    Chief Compliance OfficerCRD 1229298

Contacts

3 of 50
  • John Tippit

    John Tippit

    Executive Vice PresidentCRD 5809446

  • Mimi Tran

    Mimi Tran

    Market PresidentCRD 4749294

  • Kristy Johnson

    Kristy Johnson

    FinOpCRD 4470948

Unlock 47 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Harlingen, TX

Cameron

Location

Harlingen, TX

Headquartered in Harlingen, TX, anchoring the Brownsville-Harlingen-Raymondville, TX metro in the South.

Metro area
Brownsville-Harlingen-Raymondville, TX
Region
South
County
Cameron
Address
6770 W Expressway 83
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth