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).

By the Numbers
  • Total Assets Under Management
    1,877
    MILLION
  • Total Number of Accounts
    9,873
    ACCOUNTS
  • Average Account Value
    $190,077
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Trek Financial
Showing 21 - 30 of 59 top financial advisors.
21
Rick H. Jones
CRD#: 4358520
2153 Mcculloch Blvd, Lake Havasu City, AZ 86403

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.

22
Richard T. Kinney
CRD#: 5831971
7554 Woodrow St., Suite 107, Irmo, SC 29063

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.

23
Keiko Lambert
CRD#: 1826388
320 Osuna Rd Ne, Unit G-1, Albuquerque, NM 87107

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.

24
Jordan M. Lindsay
CRD#: 6693819
8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255

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.

25
Dino J. Lopresti
CRD#: 1613142
8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255

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.

26
Steven M. Manning
CRD#: 6372783
7440 S. Creek Road, Suite 444, Sandy, UT 84093

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.

27
Joshua B. Manwaring
CRD#: 5762078
8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255

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.

28
Evan G. Mathew
CRD#: 4344113
8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255

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.

29
James M. McClenny
CRD#: 2709930
1292 Timberlane Rd., Tallahassee, FL 32312

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.

30
Graham B. McDougal
CRD#: 4727163
2500 Venture Oaks Way, Ste. 380, Sacramento, CA 95833

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.

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