Robert Vincent Coulter
Professional Summary
Robert Vincent Coulter is a registered financial advisor currently at TRB SECURITIES, LLC located in Dallas, Texas. Robert is registered as a RR (Registered Representative) and started their career in finance in 2000. Robert has worked at 13 firms and has passed the Series 66, Series 63, Series 79TO, Series 52TO, Series 99TO, SIE, Series 50, Series 7, Series 14, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
ESTRADA HINOJOSA | TRB SECURITIES, LLC | TRB CAPITAL MARKETS, LLC
Contact Information
Main Address
6770 West Expressway 83, Harlingen, TX 78552Mailing Address
6770 West Expressway 83, Harlingen, TX 78552Phone Number
(956) 682-2265Established
Texas since 08/19/2022Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (49 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TEXAS REGIONAL BANK | OWNER | — |
| COULTER, ROBERT VINCENT | CHIEF COMPLIANCE OFFICER/MUNICIPAL SECURITIES PRINCIPAL | 4211707 |
| HEBERT, MICHAEL JAMES | COMPLIANCE OFFICER/VP/SROP | 1229298 |
| HINOJOSA, NOE JR | PRESIDENT - MUNICIPAL BANKING | 1782212 |
| JOHNSON, KRISTY KAY | FINOP | 4470948 |
| TIPPIT, JOHN LEE IV | CEO/PRESIDENT OF CAPITAL MARKETS | 5809446 |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(2/20/2026)
(1/29/2026)
(11/19/2025)
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(10/10/2025)
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(1/14/2026)
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(10/15/2025)
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(9/30/2025)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 50 — Municipal Advisor Representative Qualification Exam
Passed Feb 2016About the Series 50 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Robert Vincent Coulter's CRS (Customer Relationship Summary).
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