Invested Better
Unclaimed

Unclaimed

Unclaimed

Anthony I Huerta

TRB Capital Markets, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Anthony? Claim Your Profile

About Anthony I Huerta

Anthony Huerta is a financial professional registered with TRB Capital Markets, LLC. Anthony has passed the Securities Industry Essentials Examination, the Municipal Advisor Representative Qualification Exam, and the Municipal Securities Representative Examination. Anthony has been in the industry since June 18, 2017.

Firm Information

Anthony Huerta is currently registered with TRB Capital Markets, LLC. TRB Capital Markets, LLC is a Limited Liability Company formed on August 19, 2022. The firm is registered in Colorado, Florida, Illinois, New York, and Texas and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Anthony Huerta’s Registration & Firm History

TX

08/08/2024 - Present

TRB Capital Markets, LLC (AUSTIN TX)

Not sure if Anthony I Huerta is right for you?

Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2017

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 06/19/2017

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony I Huerta.
Not sure if Anthony I Huerta is right for you?