Alma
Villarreal
Trb Wealth Management, LLC
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About this Advisor
Alma Villarreal is a financial advisor based in Harlingen, Texas, working with Trb Wealth Management, LLC. Alma has previously held positions at Texas Regional Bank, Lone Star National Bank, Lpl Financial, Arkadios Capital, Arkadios Wealth Advisors, and Trb Wealth Management, LLC. Alma has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Alma is part of Trb Wealth Management, LLC, which operates out of Harlingen, Texas. The firm has 2 offices and 8 employees. The firm manages assets totaling $1.2 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Trb Wealth Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trb Wealth Management, LLC Brokerage Details
$1,193,787,499
8
1,460
$817,663
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Alma Villarreal Work History
Trb Wealth Management, LLC
Texas Regional Bank
Arkadios Capital
Arkadios Wealth Advisors
Lone Star National Bank
Lpl Financial
Disclosures
Please visit the SEC profile of Alma Villarreal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trb Wealth Management, LLC
Harlingen, TX
Harlingen, TX
Austin, TX
Harlingen, TX
Harlingen, TX
Harlingen, TX
Harlingen, TX
Harlingen, TX
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