Thomas Trammell (CRD# 1003389) is an Investment Advisor Representative working at Dale K. Ehrhart, Inc. in Venice, FL and has over 39 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Interstate/johnson Lane | Venice, FL | Feb 1987 - Current | 37 |
| Dale K. Ehrhart, Inc. | Venice, FL | Dec 1980 - Current | 43 |
| #ia Dale K. Ehrhart, Inc. | Venice, FL | Dec 1980 - Current | 43 |
| Dale K. Ehrhart, Inc. | Venice, FL | Dec 1980 - Current | 43 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1985 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1994 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management537MILLIONS
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Total Number of Accounts286ACCOUNTS
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Average Account Value$1,876,132
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, FL, GA, KS, LA, MA, MO, NY, TX
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