Robert Raimond Farris

Employer firm

Trb Wealth Management, LLC CRD 309370

$3.74B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 03/2021
  Obs Financial Services, Inc.
  Harlingen, TX
• 08/2015 → Present
  Texas Regional Bank
  Harlingen, TX
• 04/2020 → Present
  Trb Wealth Management, Llc
  Mcallen, TX

Previous Registrations

• 2015-08-21 → 2021-03-31
  Obs Financial
  Harlingen, TX
  Concord, CA

Other Businesses

(1) 2015-PRESENT: TEXAS REGIONAL BANK/INVESTMENT RELATED/HARLINGEN, TX/TRUST & WEALTH MANAGEMENT/CHAIRMAN/INVOLVES UP TO 160 HOURS PER MONTH, INCLUDING DURING TRADITIONAL BUSINESS HOURS.//(2) 2015-PRESENT: VALLEY TRANSIT COMPANY/NOT INVESTMENT RELATED/HARLINGEN, TX/BUS COMPANY/CONSULTANT/INVOLVES FIVE PERCENT OF TIME, INCLUDING DURING TRADITIONAL BUSINESS HOURS.//(3) 2009-PRESENT: REAL ESTATE BROKER/NOT INVESTMENT RELATED/HARLINGEN, TX/REAL ESTATE SALES/LICENSED BROKER/INVOLVES LESS THAN FIVE PERCENT TIME EACH MONTH, INCLUDING DURING TRADITIONAL BUSINESS HOURS.//

Designations

• Certified Financial Planner

Other Names

• Robert R. Farris
• Bobby Farris