Ricardo
Garcia Fuentes
Trb Wealth Management, LLC
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About this Advisor
Ricardo Garcia Fuentes is a financial advisor operating out of Harlingen, Texas who has 3 years of industry experience. Garcia Fuentes currently works for Trb Wealth Management, LLC. The advisor has gained experience at Bbva Compass Investment Solutions, Inc, Compass Bank, Bbva Securities Inc, Bbva Compass Insurance Agency, Inc, Texas Regional Bank, Trb Wealth Management, LLC and Obs Financial. Garcia Fuentes maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Trb Wealth Management, LLC is an advisory business based in Harlingen, TX. The firm has offices in two locations and a total of seven financial advisors. It oversees $489 million in assets across its 1,209 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 1,209 customer accounts, just 5% are held by high-net-worth individuals who have more than $1 million in assets. The company offers a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees billed 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
Ricardo Garcia Fuentes Work History
Ricardo has been registered as a financial advisor for 3 years.*
Trb Wealth Management, LLC
Texas Regional Bank
Obs Financial
Bbva Securities Inc
Bbva Compass Insurance Agency, Inc
Bbva Compass Investment Solutions, Inc
Compass Bank
*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 Ricardo Garcia Fuentes 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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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