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Dawn Moore Trammell

Robertson Investment Management

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About Dawn Moore Trammell

Dawn Trammell is a financial advisor with Robertson Investment Management. Dawn has been in the securities industry since February 1987. Dawn is a registered representative in Texas and South Dakota and holds the Series 3, 7, and 63 licenses. Dawn previously worked at Securities America, Inc., First Allied Securities, Inc., and Ameriprise Financial Services, Inc. In addition to providing financial planning, Dawn also provides referrals to third-party money manager portfolios.

Firm Information

Dawn Trammell is currently registered with Robertson Investment Management. Robertson Investment Management is a Houston, TX-based investment firm with 16 employees and $434,418,252 in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, and referrals to third-party money manager portfolios. They primarily serve high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
Robertson Investment Management

919 MILAM ST

HOUSTON, TX 77002

$434.42M

Assets Under Management

5

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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referrals to third-party money manager portfolios

Referrals to third-party money manager portfolios

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dawn Trammell’s Registration & Firm History

TX

12/05/2018 - Present

Robertson Investment Management (Houston TX)

TX

12/02/2019 - 06/14/2024

SECURITIES AMERICA, INC. (ABILENE TX)

TX

08/25/2015 - 11/22/2019

FIRST ALLIED SECURITIES, INC. (ABILENE TX)

TX

08/01/2014 - 09/14/2015

AMERIPRISE FINANCIAL SERVICES, INC. (STEPHENVILLE TX)

TX

03/17/1995 - 08/07/2014

FIRST ALLIED SECURITIES, INC. (ABILENE TX)

TX

07/18/1990 - 02/16/1995

PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)

NY

09/15/1989 - 06/29/1990

PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)

NY

12/26/1986 - 09/16/1989

THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/30/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/1987

Series 3 - National Commodity Futures Examination

BC

Issued 12/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dawn Moore Trammell.
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