Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wayne Trammell is a financial advisor with First Command Advisory Services. David has been in the financial services industry since September 27, 2018. David is registered with the state of Texas. David has passed the Series 7, Series 66 and SIE exams. David is a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®). David is also the Founder and Principal of The Trammell Group LLC, a management consulting business.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
11/05/2018 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 11/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Trammell is the right advisor for you? Invested Better is here to help.
