Deborah Detray, financial advisor Defiance OH

Deborah Detray

CRD Number: 2517084
Current Firm: Trek Financial

Deborah Detray (CRD# 2517084) is an Investment Advisor Representative working at Trek Financial in Defiance, OH and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Bcj Capital Management Scottsdale, AZ Aug 2019 - Current 4
Detray Chiropractic Center Defiance, OH Jan 2017 - Current 7
Detray Investment Group Defiance, OH Jan 2000 - Current 24
First Church Of God Defiance, OH Nov 1991 - Current 32
Northwest Tax Services Defiance, OH Jan 1982 - Current 42
Horter Investment Management, LLC Cincinnati, OH Oct 2013 - Aug 2019 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1999
S63 Uniform Securities State Law Examination Sep 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Deborah J. Detray
Phone Number: (480) 483-1510
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    2,260
    MILLIONS
  • Total Number of Accounts
    4,584
    ACCOUNTS
  • Average Account Value
    $493,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

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