Peter Trammell
Peter Trammell is a registered investment advisor at Westpark Wealth Advisors, INC., based in Houston, TX, with 33 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 700 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westpark Wealth Advisors' investment advisory services are offered for a percentage of the value of your portfolio. The annual fee ranges from 0.0% to 2.00%, but each advisor representative has different fee schedules, so fees vary. These fees are negotiable.
Location
950 Echo Lane, Suite 200, Houston, TX, 77024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Westpark Wealth Advisors, INC.
Calton & Associates, INC.Broker
Previous Registrations
Ims Securities, INC.Broker
New England SecuritiesBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.