Ricardo Garcia Fuentes (CRD# 5730654) is an Investment Advisor Representative working at Trb Wealth Management, LLC in Harlingen, TX and has over 14 years of experience in the finance industry.
CRD# 6805674
Edward Jones
CRD# 5874579
Pnc Investments
CRD# 4689163
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trb Wealth Management, LLC | Mcallen, TX | Apr 2020 - Current | 4 |
| Texas Regional Bank | Mcallen, TX | Feb 2016 - Current | 8 |
| Obs Financial | Harlingen, TX | May 2018 - Mar 2021 | 2 |
| Bbva Securities Inc. | Harlingen, TX | May 2013 - Jan 2016 | 2 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | Feb 2012 - Jan 2016 | 3 |
| Compass Bank | Birmingham, AL | Nov 2011 - Jan 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2009 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- TX
-
Total Assets Under Management1,194MILLIONS
-
Total Number of Accounts1,460ACCOUNTS
-
Average Account Value$817,663
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
IL, TX
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