TRB Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
52
Avg account
$0

Firm details

Headquarters
Harlingen, Texas
CRD number
322618
Registered since
November 13, 2023

Firm profile

FINTRX

Overview

TRB Securities, LLC is organized as a limited liability company with ownership described as a combination of a domestic entity and an individual. The firm is categorized as unclassified in the available snapshot and is not identified as a capital allocator. It does not list itself as an active ESG investor, and it is not designated as a multi-state adviser or a pension consultant. The dataset does not include a description of the firm’s specific advisory services, investment approach, client segments, or fee structure. Given the limited public detail, there is little visible information about team composition, product shelf, or typical client mandates. That lack of disclosure makes it difficult to characterize the firm’s investment style or the types of accounts it focuses on.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Robert Coulter

    Robert Coulter

    Chief Compliance OfficerCRD 4211707

  • Michael Hebert

    Michael Hebert

    Chief Compliance OfficerCRD 1229298

Contacts

3 of 50
  • John Tippit

    John Tippit

    Executive Vice PresidentCRD 5809446

  • Mimi Tran

    Mimi Tran

    Market PresidentCRD 4749294

  • Kristy Johnson

    Kristy Johnson

    FinOpCRD 4470948

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Harlingen, TX

Cameron

Location

Harlingen, TX

Headquartered in Harlingen, TX, anchoring the Brownsville-Harlingen-Raymondville, TX metro in the South.

Metro area
Brownsville-Harlingen-Raymondville, TX
Region
South
County
Cameron
Address
6770 W Expressway 83
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth