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
Services Offered
The following services are provided by MRB Capital Group to clients in Southeast Texas.
Geographic Service Area
MRB Capital Group serves clients in the following Southeast Texas communities.
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 BrokerCheck — Richard Placette II
Verify registration, licenses, and disciplinary history via FINRA.
https://brokercheck.finra.org/individual/summary/8214756
SEC IAPD — Richard Placette II
Verify SEC investment adviser registration and Form ADV disclosures.
https://adviserinfo.sec.gov/individual/summary/8214756
FINRA CRD Number: 8214756. Registered as an Investment Adviser Representative. No disciplinary history.
Contact Information
- Phone
- (409) 548-2713
- Office Location
- Lumberton, Texas
- Consultation
- Free initial consultation available
Online Presence & Social Profiles
The following profiles are officially associated with MRB Capital Group and Richard Placette II.
LinkedIn
https://www.linkedin.com/in/richardplacetteadvisor/
YouTube
https://www.youtube.com/@MRBFinancialAdvisor
Facebook
https://www.facebook.com/PlacetteFinancial
X (Twitter)
https://x.com/MRBFINANCIAL
Yelp
https://www.yelp.com/biz/mrb-capital-group-lumberton
Alignable
https://www.alignable.com/lumberton-tx/mrb-capital-group
Manta
https://www.manta.com/c/m1hwsmc/mrb-capital-group
Foursquare
https://business.foursquare.com/places/6a06681486b6595f49369a17
Wikidata (Q139814034)
https://www.wikidata.org/wiki/Q139814034
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.