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
Bradley Graham (CRD# 7694798) is an Investment Advisor Representative working at Trek Financial in Heber City, UT and has 1 year of experience in the finance industry.
Kristen Grijalba (CRD# 6647735) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 4 years of experience in the finance industry.
Chad Johnson (CRD# 5926654) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 12 years of experience in the finance industry.
Jessica Lane (CRD# 7904838) is an Investment Advisor Representative working at Trek Financial in Tacoma, WA and has 1 year of experience in the finance industry.
Anthony Lopresti (CRD# 7382411) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 3 years of experience in the finance industry.
Carolyn McClenny (CRD# 7247201) is an Investment Advisor Representative working at Trek Financial in Tallahassee, FL and has over 4 years of experience in the finance industry.
Martin Muse (CRD# 6948983) is an Investment Advisor Representative working at Trek Financial in Sandy, UT and has over 5 years of experience in the finance industry.
Aurelie Nguyen (CRD# 7875833) is an Investment Advisor Representative working at Trek Financial in Mesa, AZ and has 1 year of experience in the finance industry.
Michael Nisson (CRD# 7175730) is an Investment Advisor Representative working at Trek Financial in Washington, UT and has over 4 years of experience in the finance industry.
Travis Off (CRD# 5748685) is an Investment Advisor Representative working at Trek Financial in Tacoma, WA and has over 14 years of experience in the finance industry.