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Donna Lynn Scott

TRB Capital Markets, LLC

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About Donna Lynn Scott

Donna Lynn Scott is a financial professional with over 10 years of experience in the industry. Donna is currently registered with TRB Capital Markets, LLC and Estrada Hinojosa & Company, Inc. in Texas. Donna has a strong background in municipal securities, having previously worked at Southwest Securities, Inc. and George K. Baum & Company. Donna holds the Series 50, SIE, and Series 52 exams.

Firm Information

Donna Scott 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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Donna Scott’s Registration & Firm History

TX

08/09/2024 - Present

TRB Capital Markets, LLC (DALLAS TX)

TX

07/28/2016 - 05/22/2019

UMB FINANCIAL SERVICES, INC. (Dallas TX)

TX

03/20/2015 - 06/16/2016

GEORGE K. BAUM & COMPANY (Dallas TX)

TX

10/06/2014 - 03/24/2015

SOUTHWEST SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 11/17/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/2020

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2014

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donna Lynn Scott.
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