Peter G. Trammell
Professional summary
Peter Grey Trammell JR, who also goes by Pete Trammell, Peter G Trammell, is a registered financial advisor currently at WESTPARK WEALTH ADVISORS, INC. located in Houston, Texas and CALTON & ASSOCIATES, INC. located in Houston, Texas.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Peter has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter Grey Trammell JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 19, 2026 - Present
WESTPARK WEALTH ADVISORS, INC.
Office #1: 950 Echo Lane Suite 200, Houston, TX 77024November 10, 2017 - Present
CALTON & ASSOCIATES, INC.
Office #1: 950 Echo Lane Suite 200, Houston, TX 77024March 28, 1996 - November 9, 2017
IMS SECURITIES, INC.
February 18, 1993 - July 24, 1996
NEW ENGLAND SECURITIES
Primary Firm SEC Registration
WESTPARK WEALTH ADVISORS, INC.
CRD#: 130914 / SEC#: 801-63009
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/13/2018)
(5/11/2023)
(11/10/2017)
(2/19/2026)
Exams
FINRA
Current Firm
WESTPARK WEALTH ADVISORS, INC.
CRD#: 130914 / SEC#: 801-63009
Contact information
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 700 |
| AUM (Assets Under Management) | $ 229,314,510 |
Red Flags
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