Kevin
Whitworth
Trb Wealth Management, LLC
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About this Advisor
Kevin Whitworth is a financial advisor based in Austin, Texas, working with Trb Wealth Management, LLC. Kevin has previously held positions at Bbva Compass, Falcon International Bank, Vantage Bank Texas, Texas Regional Bank, Obs Financial, and Trb Wealth Management, LLC. Kevin has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Kevin is part of Trb Wealth Management, LLC, which operates out of Austin, 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
Kevin Whitworth Work History
Trb Wealth Management, LLC
Texas Regional Bank
Obs Financial
Vantage Bank Texas
Bbva Compass
Falcon International Bank
Bbva Compass
Disclosures
Please visit the SEC profile of Kevin Whitworth 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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