Financial Trex, LLC
Financial Trex, LLC (CRD# 283951) is a financial advisory firm headquartered in Spokane, WA. They manage $1,230,000 in 11 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts11ACCOUNTS
Average Account Value$111,818
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Denise Downey (CRD# 4238077) is an Investment Advisor Representative working at Financial Trex, LLC in Spokane, WA and has over 17 years of experience in the finance industry. Denise Downey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.