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
Rick Jones (CRD# 4358520) is an Investment Advisor Representative working at Trek Financial in Lake Havasu City, AZ and has over 23 years of experience in the finance industry.
Richard Kinney (CRD# 5831971) is an Investment Advisor Representative working at Trek Financial in Irmo, SC and has over 12 years of experience in the finance industry.
Keiko Lambert (CRD# 1826388) is an Investment Advisor Representative working at Trek Financial in Albuquerque, NM and has over 35 years of experience in the finance industry.
Jordan Lindsay (CRD# 6693819) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 7 years of experience in the finance industry.
Dino Lopresti (CRD# 1613142) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 13 years of experience in the finance industry.
Steven Manning (CRD# 6372783) is an Investment Advisor Representative working at Trek Financial in Sandy, UT and has over 9 years of experience in the finance industry.
Joshua Manwaring (CRD# 5762078) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 13 years of experience in the finance industry.
Evan Mathew (CRD# 4344113) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 23 years of experience in the finance industry.
James McClenny (CRD# 2709930) is an Investment Advisor Representative working at Trek Financial in Tallahassee, FL and has over 28 years of experience in the finance industry.
Graham McDougal (CRD# 4727163) is an Investment Advisor Representative working at Trek Financial in Sacramento, CA and has over 20 years of experience in the finance industry.