Financial ADVSR advisor directory · SEC adviser records
Trek Financial financial advisors in Scottsdale, AZ
Every SEC-registered investment adviser representative at a Trek Financial office in Scottsdale, A to Z.
The short answer
27 registered advisors work at Trek Financial in Scottsdale, out of 61 at the firm nationwide; it ranks number 22 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Trek Financial advisors in Scottsdale, A to Z
Every Trek Financial advisor →- Alexandra L. AbrahamInvestment adviser rep
- Zachary K. AbrahamInvestment adviser rep
- H J. AdolphsonInvestment adviser rep
- Jace M. BeckInvestment adviser rep
- Benjamin R. BimsonInvestment adviser rep
- Eric G. BurstockPersonal Financial Specialist
- Stephen C. CaptainCertified Financial Planner
- David D. CarrollInvestment adviser rep
- Caleb CymbalakInvestment adviser rep
- Peter M. CymbalakInvestment adviser rep
- Sara D. FerrellInvestment adviser rep
- Brad T. FullerInvestment adviser rep
- David T. HeymannInvestment adviser rep
- Brandon R. JohnsInvestment adviser rep
- Anthony LoprestiInvestment adviser rep
- Dino J. LoprestiInvestment adviser rep
- Evan G. MathewInvestment adviser rep
- David E. MaxeyInvestment adviser rep
- Martin MuseInvestment adviser rep
- Travis M. OffInvestment adviser rep
- Gavin R. SchmittInvestment adviser rep
- Brandon T. SoaresInvestment adviser rep
- Miguel A. VillahermosaInvestment adviser rep
- Collin C. WalkerCertified Financial Planner
- John WalkerInvestment adviser rep
- Mark D. WhittakerPersonal Financial Specialist
- Jared D. WilliamsCertified Financial Planner
Trek Financial advisors in every city and state →Trek Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →
Trek Financial advisors in other cities
Sandy, UT 3Albuquerque, NM 2Defiance, OH 2Salt Lake City, UT 2Santa Rosa, CA 2Spanish Fork, UT 2Tacoma, WA 2Tallahassee, FL 2Vernal, UT 2Bellaire, TX 1Boise, ID 1Bountiful, UT 1Greenville, SC 1Heber City, UT 1Irmo, SC 1
Other firms in Scottsdale
All Scottsdale advisors →Vanguard Advisers, Inc. 629Osaic Wealth, Inc. 298United Planners' Financial Services Of America A Limited Partner 158Wells Fargo Clearing Services, LLC 138Merrill Lynch, Pierce, Fenner & Smith Incorporated 134Morgan Stanley 131LPL Financial LLC 109Cetera Investment Advisers LLC 69Ameriprise Financial Services, LLC 68MML Investors Services, LLC 50Equitable Advisors, LLC 48Wells Fargo Advisors Financial Network, LLC 47
Questions
How many financial advisors does Trek Financial have in Scottsdale?
27 investment adviser representatives are registered at Trek Financial offices in Scottsdale, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 61 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Trek Financial one of the largest advisor employers in Scottsdale?
Trek Financial ranks number 22 in Scottsdale by registered advisors; Vanguard Advisers, Inc. has the most, with 629.
How do I check a Trek Financial advisor in Scottsdale?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Trek Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.