Linda Lorraine Roberts
Investment adviser representative at Trb Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$3.7BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Trb Wealth Management, LLCApr 2020 to now
- Texas Regional BankMar 2019 to now
- Obs FinancialMar 2019 to Mar 2021
- Hidalgo CountyMar 2017 to Mar 2019
- Morgan StanleyOct 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (TX).
Trb Wealth Management, LLC
$3.7BAssets managed
934Clients
12Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5459250
- Firm CRD
- 309370