Dawn
Trammell
Robertson Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Dawn Trammell is a financial advisor based in Houston, Texas with 5 years of relevant experience. Trammell is on the advisory team at Robertson Wealth Management, LLC. Over the course of their career, they have held roles at First Allied Advisory Services, Inc, First Allied Securities, Inc, Ameriprise Financial Services Inc, Robertson Wealth Management, LLC and Securities America, Inc. Trammell holds a Series 63 license, qualifying them as a securities agent, and is able to work in Texas. Robertson Wealth Management, LLC is a business operating out of Houston, TX. It handles $312 million in assets under management between its 1,229 customer accounts, making it one of the mid-sized firms in the United States by assets under management. The firm serves two charities and foundations. Of its 1,229 accounts, 50% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fees typically vary depending on the services offered. Fee types billed by Robertson Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Robertson Wealth Management, LLC Brokerage Details
$312,057,695
16
1,229
$253,912
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Dawn Trammell Work History
Dawn has been registered as a financial advisor for 5 years.*
Securities America, Inc
Robertson Wealth Management, LLC
First Allied Securities, Inc
First Allied Advisory Services, Inc
Ameriprise Financial Services Inc
First Allied Advisory Services, Inc
First Allied Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dawn Trammell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Robertson Wealth Management, LLC
Oceanside, CA
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
