Thomas Trammell, financial advisor Venice FL
83 score

Thomas Trammell

CRD Number: 1003389
Current Firm: Dale K. Ehrhart, Inc.

Thomas Trammell (CRD# 1003389) is an Investment Advisor Representative working at Dale K. Ehrhart, Inc. in Venice, FL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Interstate/johnson Lane Venice, FL Feb 1987 - Current 29
Dale K. Ehrhart, Inc. Venice, FL Dec 1980 - Current 36
#ia Dale K. Ehrhart, Inc. Venice, FL Dec 1980 - Current 36
Dale K. Ehrhart, Inc. Venice, FL Dec 1980 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination Aug 1994
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Thomas B. Trammell
Phone Number: 941-485-8220
Firm Website: http://www.dkeinc.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,002
    MILLIONS
  • Total Number of Accounts
    1,540
    ACCOUNTS
  • Average Account Value
    $650,712
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, GA, ID, IL, KS, MI, MN, MO, TX, VA

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BADGES
83

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