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Devin Mcbrayer Phillips

TRB Capital Markets, LLC

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About Devin Mcbrayer Phillips

Devin Mcbrayer Phillips is a financial advisor with over 39 years of experience in the industry. Devin is currently registered with TRB Capital Markets, LLC and Estrada Hinojosa & Company, Inc.. Devin is licensed to sell securities in Texas. Devin has passed the Series 7, Series 52, Series 53 and Series 63 exams.

Firm Information

Devin Phillips 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.

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Devin Phillips’s Registration & Firm History

TX

08/07/2024 - Present

TRB Capital Markets, LLC (DALLAS TX)

NY

12/02/2020 - 06/25/2021

UBS SECURITIES LLC (NEW YORK NY)

TX

12/08/2017 - 06/25/2021

UBS FINANCIAL SERVICES INC. (Dallas TX)

TX

07/15/2011 - 01/02/2018

CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)

TX

03/25/2011 - 07/08/2011

WELLS NELSON & ASSOCIATES, L.L.C. (DALLAS TX)

TX

10/23/1986 - 03/06/2008

CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)

NA

01/25/1984 - 10/14/1986

RAUSCHER PIERCE REFSNES, INC.

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Licenses & Designations

BC

Issued 08/22/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/04/1990

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Devin Mcbrayer Phillips.
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