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Linda Lorraine Roberts

TRB WEALTH MANAGEMENT, LLC·HARLINGEN, Texas
SIE, Series 7, Series 6614 years registeredTRB WEALTH MANAGEMENT, LLC
6770 WEST I-2 (EXPRESSWAY 83), HARLINGEN, TX 78552CRD# 5459250Firm CRD# 309370

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Linda Lorraine Roberts · HARLINGEN, TX
Registration
CRD #5459250 · TRB WEALTH MANAGEMENT, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

TRB WEALTH MANAGEMENT, LLC
Jul 2020 – present
OBS FINANCIAL
Mar 2019 – Mar 2021
MCALLEN, TX
MORGAN STANLEY
Sep 2013 – Mar 2017
SAN ANTONIO, TX
WELLS FARGO ADVISORS, LLC
Jul 2012 – Sep 2013
MCALLEN, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · July 31, 2012
Years registered · 14
03

Disclosure History

2009Judgment / Lien
2009Judgment / Lien

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
TRB WEALTH MANAGEMENT, LLC
CRD 309370 · SEC 801-119035
AUM
$1.2B
Regulatory assets under management
Employees
15
1,460 client accounts
Services offered by TRB WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRB WEALTH MANAGEMENT, LLC →
Introduction

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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.
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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
John Lee Tippit
HARLINGEN, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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