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FIND A TRB CAPITAL MARKETS, LLC FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at TRB CAPITAL MARKETS, LLC

CRD#: 322618
BD

Looking for a Financial Advisor at TRB CAPITAL MARKETS, LLC?

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for TRB CAPITAL MARKETS, LLC Comes From

Understanding the Statistics for TRB CAPITAL MARKETS, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
6770 West Expressway 83, Harlingen, TX 78552
Mailing Address
6770 West Expressway 83, Harlingen, TX 78552
Firm Size
Small
Phone Number
(956) 682-2265
Established
Texas since 08/19/2022
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
TEXAS REGIONAL BANKOWNER
COULTER, ROBERT VINCENTCHIEF COMPLIANCE OFFICER/MUNICIPAL SECURITIES PRINCIPAL4211707
HEBERT, MICHAEL JAMESCOMPLIANCE OFFICER/VP/SROP1229298
HINOJOSA, NOE JRPRESIDENT - MUNICIPAL BANKING1782212
JOHNSON, KRISTY KAYFINOP4470948
TIPPIT, JOHN LEE IVCEO/PRESIDENT OF CAPITAL MARKETS5809446

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at TRB CAPITAL MARKETS, LLC

MH

Michael James Hebert

Mike J Hebert, Mike James Hebert
RR
CRD#: 1229298
Location:
Indianapolis, IN 46240

Registered Affiliation(s):KITTLE CAPITAL MARKETS, LLC

Disclosures:
Experience:
40 years
KJ

Kristy Kay Johnson

Kristy Kay Hale, Kristy Kay Mongeau
RR
CRD#: 4470948
Location:
Ft. Lauderdale, FL 33301

Registered Affiliation(s):SUNDIAL GROUP, LLC

Disclosures:
Experience:
24 years
DP

Devin Mcbrayer Phillips

RR
CRD#: 1227208
Location:
Dallas, TX 75201

Registered Affiliation(s):TRB CAPITAL MARKETS, LLC

Disclosures:
Experience:
42 years

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