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John Lee Tippit

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

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5809446
Firm CRD# 309370
No disclosures on file
View on FINRA BrokerCheck →

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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 in HARLINGEN
Linda Lorraine Roberts — TRB WEALTH MANAGEMENT, LLCRobert Raimond Farris — TRB WEALTH MANAGEMENT, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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