Robert
Farris
Trb Wealth Management, LLC
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About this Advisor
Robert Farris is a certified financial planner who works out of Harlingen, Texas who has 3 years of relevant experience. Farris works at Trb Wealth Management, LLC. Farris has gained experience at Obs Financial Services, Inc, Texas Regional Bank, Valley Transit Company and Trb Wealth Management, LLC. Farris is approved to serve investors in Texas. Trb Wealth Management, LLC is a firm headquartered in Harlingen, TX. The company has offices in two locations and a total of seven people on staff. It administers $489 million in assets under management across its 1,209 client accounts, placing it among the bigger firms in the nation by assets under management. Of its 1,209 customer accounts, just 5% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm provides a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management vary depending on which service is provided. However, 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
Robert Farris Work History
Robert has been registered as a financial advisor for 3 years.*
Trb Wealth Management, LLC
Texas Regional Bank
Obs Financial Services, Inc
Valley Transit Company
*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 Robert Farris 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
