Brooks Trefsgar, financial advisor Lebanon PA

Brooks Trefsgar

CRD Number: 5342356
Current Firm: Benefitworks, Inc.

Brooks Trefsgar (CRD# 5342356) is an Investment Advisor Representative working at Benefitworks, Inc. in Lebanon, PA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Trefsgar & Co, Inc. Lebanon, PA Jul 2006 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2005
Contact Info for Brooks R. Trefsgar
Phone Number: 717-274-6881
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $948,860
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

PA

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