Trek Financial
Trek Financial (CRD# 109376) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $1,732,993,604 in 3,249 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management1,733MILLION
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Total Number of Accounts3,249ACCOUNTS
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Average Account Value$533,393
- 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
AZ, CA, CO, CT, FL, GA, ID, NM, NV, OH, OR, SC, 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 26 years of experience in the finance industry.
Spencer Anderson (CRD# 6371621) is an Investment Advisor Representative working at Trek Financial in Saint George, UT and has over 6 years of experience in the finance industry.
Kristi Bartholomew (CRD# 6995987) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 3 years of experience in the finance industry.
Jace Beck (CRD# 2224086) is an Investment Advisor Representative working at Trek Financial in San Clemente, CA and has over 27 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 17 years of experience in the finance industry.
Clinton Brown (CRD# 4367308) is an Investment Advisor Representative working at Trek Financial in Redlands, CA and has over 21 years of experience in the finance industry. Clinton Brown 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.
Eric Burstock (CRD# 1586260) is an Investment Advisor Representative working at Trek Financial in Winchester, VA and has over 35 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 31 years of experience in the finance industry. Stephen Captain 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.
David Carroll (CRD# 1801652) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 34 years of experience in the finance industry. David Carroll 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.
Anthony Christensen (CRD# 5709608) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 12 years of experience in the finance industry. Anthony Christensen 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.