Trammell Cooper, financial advisor Austin TX
84 score

Trammell Cooper

CRD Number: 5547559
Current Firm: Usaa Financial Planning Services

Trammell Cooper (CRD# 5547559) is an Investment Advisor Representative working at Usaa Financial Planning Services in Austin, TX and has over 8 years of experience in the finance industry. Trammell Cooper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Brett Bidwell, financial advisor Austin TX
Brett C. Bidwell
CRD# 4349024
C.m.bidwell & Associates Ltd
Score
107
Similar Advisors
Spencer Corzine, financial advisor Austin TX
Spencer M. Corzine
CRD# 2940880
Wall Street Financial Group, Inc.
Score
103
Similar Advisors
Christopher Creed, financial advisor Austin TX
Christopher D. Creed
CRD# 2504698
Afam Capital, Inc.
Score
103
Professional Designations
Company Name Location Dates Years
Usaa Financial Planning Services Austin, TX Nov 2008 - Current 8
Usaa Financial Advisors, Inc. Austin, TX Jun 2008 - Current 8
Usaa Investment Management Company San Antonio, TX Aug 2008 - Nov 2008 < 1
Usaa Life Insurance Company San Antonio, TX Jun 2008 - Nov 2008 < 1
Telenetwork San Marcos, TX Jun 2005 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Trammell H. Cooper
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • DC
  • MD
  • VA
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Trammell Cooper and other advisors.
BADGES
84

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.