linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Peter Grey Trammell

Calton & Associates, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Peter? Claim Your Profile

About Peter Grey Trammell

Peter Trammell is a registered representative with Calton & Associates, Inc. Peter has been in the industry since 1993 and has worked at several firms, including IMS SECURITIES, INC. and NEW ENGLAND SECURITIES. Peter is licensed to sell securities in Nebraska, North Carolina and Texas. Peter holds the Series 6, Series 63 and SIE licenses. Peter specializes in portfolio management for individuals and businesses. Peter also provides financial planning and pension consulting services. Peter is registered with the Financial Industry Regulatory Authority (FINRA).

Firm Information

Peter Trammell is currently registered with Calton & Associates, Inc.. Calton & Associates, Inc. is a Florida corporation formed in 1987. Headquartered in Tampa, the firm offers a wide range of advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. With over 375 registered representatives and 221 investment advisory professionals, Calton & Associates manages approximately $1.2 billion in assets for clients, primarily individuals and pension plans. The firm is registered with the SEC and all 53 states.
Calton & Associates, Inc.

2701 N. ROCKY POINT DRIVE

TAMPA, FL 33607

$1.22B

Assets Under Management

Not reported

Total Clients

231

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Peter Trammell’s Registration & Firm History

TX

11/10/2017 - Present

Calton & Associates, Inc. (Houston TX)

TX

03/28/1996 - 11/09/2017

IMS SECURITIES, INC. (HOUSTON TX)

NY

02/18/1993 - 07/24/1996

NEW ENGLAND SECURITIES (NEW YORK NY)

Not sure if Peter Grey Trammell is right for you?

Licenses & Designations

BC

Issued 03/03/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Grey Trammell.
Not sure if Peter Grey Trammell is right for you?