AdvisorOS Directory
Claim Profile
LR

Linda Lorraine Roberts

TRB WEALTH MANAGEMENT, LLC·HARLINGEN, Texas
Unclaimed Profile
6770 WEST I-2 (EXPRESSWAY 83), HARLINGEN, TX 78552CRD# 5459250Firm CRD# 309370
01

About

Linda Lorraine Roberts 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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5459250
Firm CRD# 309370
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HARLINGEN?

Browse all registered financial advisors in HARLINGEN, Texas or claim this profile if it's yours.

Browse HARLINGEN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Linda Lorraine Roberts offer?
Linda Lorraine Roberts specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HARLINGEN, Texas for a consultation.
What are Linda Lorraine Roberts's credentials?
Linda Lorraine Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Linda Lorraine Roberts located?
Linda Lorraine Roberts 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 Linda Lorraine Roberts charge for services?
Linda Lorraine Roberts'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HARLINGEN
Robert Raimond Farris — TRB WEALTH MANAGEMENT, LLCJohn Lee Tippit — TRB WEALTH MANAGEMENT, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile