Trek Financial
Trek Financial (CRD# 109376) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $1,876,635,074 in 9,873 accounts and serve the financial needs of clients across 40 states (or territories).
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Total Assets Under Management1,877MILLION
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Total Number of Accounts9,873ACCOUNTS
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Average Account Value$190,077
- 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
David Andersen (CRD# 2646200) is an Investment Advisor Representative working at Trek Financial in West Haven, UT and has over 28 years of experience in the finance industry.
Jace Beck (CRD# 2224086) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 29 years of experience in the finance industry.
Benjamin Bimson (CRD# 4835074) is an Investment Advisor Representative working at Trek Financial in Davis, CA and has over 19 years of experience in the finance industry.
Clinton Brown (CRD# 4367308) is an Investment Advisor Representative working at Trek Financial in San Clemente, CA and has over 23 years of experience in the finance industry.
Eric Burstock (CRD# 1586260) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 37 years of experience in the finance industry.
Stephen Captain (CRD# 1637709) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 33 years of experience in the finance industry.
David Carroll (CRD# 1801652) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 36 years of experience in the finance industry.
Anthony Christensen (CRD# 5709608) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 14 years of experience in the finance industry.
Peter Cymbalak (CRD# 6335319) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 9 years of experience in the finance industry.
Kaitlin Desnoyer (CRD# 6104103) is an Investment Advisor Representative working at Trek Financial in Albuquerque, NM and has over 9 years of experience in the finance industry.