Trammell Cooper, financial advisor San Antonio TX
84 score

Trammell Cooper

CRD Number: 5547559
Current Firm: Usaa Investment Management Company

Trammell Cooper (CRD# 5547559) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, TX and has over 9 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.

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Professional Designations
Company Name Location Dates Years
Usaa Investment Management Company San Antonio, TX Jan 2018 - Current < 1
Usaa Financial Planning Services Austin, TX Nov 2008 - Current 9
Usaa Financial Advisors, Inc. Austin, TX Jun 2008 - Current 9
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
Registered State(s):
  • DC
  • TX
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    25,236
    MILLIONS
  • Total Number of Accounts
    140,425
    ACCOUNTS
  • Average Account Value
    $179,715
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
  • Selection of other advisers (including private fund managers)
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, WY

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BADGES
84

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