Linda
Roberts
Trb Wealth Management, LLC
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About this Advisor
Linda Roberts is a financial advisor operating out of Harlingen, Texas, with 3 years of relevant experience. Roberts works at Trb Wealth Management, LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC, Morgan Stanley, Hidalgo County, Obs Financial, Trb Wealth Management, LLC and Texas Regional Bank. Roberts maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Trb Wealth Management, LLC is a registered investment company that has its headquarters in Harlingen, TX. The company has offices in two locations and a total of seven employees. It has $489 million in assets between its 1,209 client accounts, making it one of the larger firms in the nation by assets under management. Of its 1,209 customer accounts, just 5% belong to high-net-worth investors who have greater than $1 million in investable assets. Trb Wealth Management, LLC offers a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors depend on which services are provided. Fees charged by Trb Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trb Wealth Management, LLC Brokerage Details
$489,011,206
7
1,209
$404,476
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Linda Roberts Work History
Linda has been registered as a financial advisor for 3 years.*
Trb Wealth Management, LLC
Texas Regional Bank
Obs Financial
Hidalgo County
Morgan Stanley
Morgan Stanley
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Linda Roberts 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
Austin, TX
Southlake, TX
Harlingen, TX
Harlingen, TX
Harlingen, TX
Harlingen, TX
Harlingen, TX
Harlingen, TX
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