George Denham (CRD# 7899353) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trek Financial LLC | Phoenix, AZ | Apr 2024 - Current | < 1 |
| Unemployed | Goodyear, AZ | May 2023 - Mar 2024 | < 1 |
| Pembroke Financial Services | Haywards Heath, | Oct 2021 - Apr 2023 | 1 |
| Athena Wealth Planning | Sevenoaks, | Apr 2021 - Oct 2021 | < 1 |
| Unemployed | Reigate, | Apr 2020 - Apr 2021 | 1 |
| Bordier & Cie (uk) | London, | Feb 2019 - Apr 2020 | 1 |
| Ips Capital | London, | Apr 2016 - Feb 2019 | 2 |
| Ingenious Asset Management | London, | May 2015 - Apr 2016 | < 1 |
| Ubs Wealth Management | London, | May 2008 - Apr 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- AZ
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Total Assets Under Management2,260MILLIONS
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Total Number of Accounts4,584ACCOUNTS
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Average Account Value$493,117
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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