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John Lee Tippit

TRB WEALTH MANAGEMENT, LLC·HARLINGEN, Texas
Clean recordTRB WEALTH MANAGEMENT, LLC
6770 WEST I-2 (EXPRESSWAY 83), HARLINGEN, TX 78552CRD# 5809446Firm CRD# 309370

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Lee Tippit · HARLINGEN, TX
Registration
CRD #5809446 · TRB WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Lee Tippit is a registered financial advisor based in HARLINGEN, Texas, affiliated with TRB WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TRB WEALTH MANAGEMENT, LLC
TRB WEALTH MANAGEMENT, LLC
AUM
$1.2B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at TRB WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5809446
Firm CRD# 309370
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Lee Tippit offer?
John Lee Tippit specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HARLINGEN, Texas for a consultation.
What are John Lee Tippit's credentials?
John Lee Tippit is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Lee Tippit located?
John Lee Tippit is based in HARLINGEN, Texas, working with TRB WEALTH MANAGEMENT, LLC. Their office serves clients in the HARLINGEN metropolitan area and surrounding communities.
How does John Lee Tippit charge for services?
John Lee Tippit's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRB WEALTH MANAGEMENT, LLC?
TRB WEALTH MANAGEMENT, LLC has approximately 15 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRB WEALTH MANAGEMENT, LLC

Robert Raimond Farris
HARLINGEN, TX
Benjamin Adam Fedorko
HOUSTON, TX
Brian Cafferky
HOUSTON, TX
Linda Lorraine Roberts
HARLINGEN, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in TexasNational Fee Analysis
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