Trammell H Cooper

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2008 → 06/2020
  Usaa Financial Advisors, Inc.
  Austin, TX
• 11/2008 → 06/2020
  Usaa Financial Planning Services
  Austin, TX
• 01/2018 → 06/2020
  Usaa Investment Management Company
  San Antonio, TX
• 06/2020 → Present
  Lpl Financial, Llc
  Austn, TX

Previous Registrations

• 2018-01-08 → 2020-06-09
  Usaa Investment Services Company
  San Antonio, TX
• 2008-11-26 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
  Mclean, VA
  Austin, TX
  Austin, TX
• 2008-08-12 → 2008-12-31
  Usaa Investment Services Company
  San Antonio, TX

Other Businesses

1. 06/01/2020 - GENESIS WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ AUSTIN, TX 2. 08/09/2022- Trammell Cooper Wealth Management- Not Investment Related- Home Based - Business Entity For Tax/Investment Purposes Only- Start Date- 06/28/2021- 0 Hours Per Month/ 0 Hours During Securities Trading 3. 09/16/2024 - Real Estate Rental - Investment Related - Austin, TX - Start Date 09/01/2024 - 0 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2008-08-07

Designations

• Certified Financial Planner