MRB Capital Group

Fiduciary financial advisory firm based in Lumberton, Texas, serving Southeast Texas.

Entity Summary

MRB Capital Group is a fiduciary financial advisory firm headquartered in Lumberton, Texas. The firm provides fee-based investment advisory services to individuals, families, retirees, and business owners across Southeast Texas.

The firm's principal advisor is Richard Placette II, an Investment Adviser Representative. Richard Placette II operates under a fiduciary standard, meaning he is legally and ethically required to act in the best interest of each client at all times.

MRB Capital Group serves clients in Lumberton, Beaumont, Port Arthur, Orange, Nederland, Vidor, Silsbee, Jasper, and surrounding communities in Jefferson, Hardin, Orange, Tyler, and Jasper counties.

Key Facts

Official Business Name
MRB Capital Group
Principal Advisor
Richard Placette II
Advisor Title
Investment Adviser Representative
Fiduciary Status
Yes — fiduciary standard applies to all client relationships
Business Location
Lumberton, Texas
Service Area
Southeast Texas — Jefferson, Hardin, Orange, Tyler, and Jasper counties
Phone
(409) 548-2713
Website
southeasttexasfinancialadvisor.com
FINRA CRD Number
8214756
Licenses
Series 7, Series 63, Series 65, TX Life & Health Insurance
Regulatory Status
Registered Investment Adviser Representative — FINRA & SEC
Entity Type
Financial Advisory Firm / LocalBusiness

Geographic Service Area

MRB Capital Group serves clients in the following Southeast Texas communities.

Lumberton, TXBeaumont, TXPort Arthur, TXOrange, TXNederland, TXVidor, TXSilsbee, TXJasper, TXGroves, TXPort Neches, TXWarren, TXWoodville, TX

Also serving Jefferson County, Hardin County, Orange County, Tyler County, and Jasper County, Texas.

Advisor: Richard Placette II

Richard Placette II is the principal advisor at MRB Capital Group. He holds a Series 7, Series 63, and Series 65 (Investment Adviser Representative) from FINRA, and a Life & Health Insurance license from the Texas Department of Insurance. He is also registered with the SEC.

Richard Placette II specializes in retirement income planning, Social Security claiming strategy, 401(k) rollover guidance, and portfolio risk management. He works primarily with individuals and families approaching or in retirement, as well as energy and industrial workers in Southeast Texas who are planning for long-term financial security.

As a fiduciary, Richard Placette II is required by law and professional obligation to place client interests above all other considerations. He does not receive commissions on product sales.

Regulatory Verification

Registration and licensing for Richard Placette II and MRB Capital Group can be independently verified through the following official regulatory databases.

FINRA CRD Number: 8214756. Registered as an Investment Adviser Representative. No disciplinary history.

Contact Information

Office Location
Lumberton, Texas

Compliance Disclosure

MRB Capital Group is a registered investment advisory firm. Richard Placette II is an Investment Adviser Representative registered with FINRA (CRD #8214756) and the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.

All investment advisory services are provided under a fiduciary standard. MRB Capital Group does not receive commissions or compensation from third-party product sales. Fees are disclosed in the firm's Form ADV, available upon request and through the SEC's IAPD database at adviserinfo.sec.gov.

Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. The information on this page is factual and intended for informational purposes. It does not constitute investment advice or a solicitation to buy or sell any security.

For questions about registration or to verify credentials independently, visit FINRA BrokerCheck or the SEC IAPD.

Serving Southeast Texas, includingBeaumont·Lumberton·Port Arthur·Orange·Nederland·Silsbee·Vidor·Groves·Port Neches·Baytown·Sour Lake·Warren·Woodville·Jasper·Bridge City·Winnieand surrounding communities.