Roberto Trejo, financial advisor San Jose CA
90 score

Roberto Trejo

CRD Number: 6050826
Current Firm: Client One Securities LLC

Roberto Trejo (CRD# 6050826) is an Investment Advisor Representative working at Client One Securities LLC in San Jose, CA and has over 5 years of experience in the finance industry.

Similar Advisors
Karl Mills, financial advisor San Jose CA
Karl O. Mills
CRD# 2040384
Jurika, Mills & Keifer, LLC
Score
107
Similar Advisors
Mark Vicencio, financial advisor San Jose CA
Mark T. Vicencio
CRD# 4105009
Lowery Thomas, LLC
Score
107
Similar Advisors
Jeffrey Powell, financial advisor San Jose CA
Jeffrey J. Powell
CRD# 2289402
Polaris Greystone Financial Group, LLC
Score
106
Company Name Location Dates Years
Client One Secuirites, LLC Leawood, KS Apr 2012 - Current 4
Pluris Financial Fremont, CA Jan 2007 - Current 9
Volkswagen San Jose, CA Oct 2002 - Dec 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Roberto A. Trejo
Phone Number: 913-814-6097
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    263
    MILLIONS
  • Total Number of Accounts
    2,124
    ACCOUNTS
  • Average Account Value
    $123,641
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.