Trek Financial
Trek Financial (CRD# 109376) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $2,260,449,578 in 4,584 accounts and serve the financial needs of clients across 40 states (or territories).
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Total Assets Under Management2,260MILLION
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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
Cynthia Medina (CRD# 6394746) is an Investment Advisor Representative working at Trek Financial in Lake Havasu City, AZ and has over 9 years of experience in the finance industry.
Stanley Plaisier (CRD# 3247239) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 24 years of experience in the finance industry.
Lahn Simmons (CRD# 2231190) is an Investment Advisor Representative working at Trek Financial in Midvale, UT and has over 31 years of experience in the finance industry.
Deborah Sopher (CRD# 2736608) is an Investment Advisor Representative working at Trek Financial in Bellaire, TX and has over 27 years of experience in the finance industry.
Darcel Stucki (CRD# 4642940) is an Investment Advisor Representative working at Trek Financial in Salt Lake City, UT and has over 10 years of experience in the finance industry.
Nicholas Toman (CRD# 2218676) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 12 years of experience in the finance industry.
Michael Trent (CRD# 5563743) is an Investment Advisor Representative working at Trek Financial in Greenville, SC and has over 15 years of experience in the finance industry.
John Walker (CRD# 6011405) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 12 years of experience in the finance industry.
Denis Wheatley (CRD# 1157887) is an Investment Advisor Representative working at Trek Financial in Santa Rosa, CA and has over 18 years of experience in the finance industry.
Simon Wheatley (CRD# 6077375) is an Investment Advisor Representative working at Trek Financial in Santa Rosa, CA and has over 11 years of experience in the finance industry.