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Trek Financial financial advisors in Arizona
Every SEC-registered investment adviser representative at a Trek Financial office in Arizona, by city and A to Z.
The short answer
28 registered advisors work at Trek Financial in Arizona, out of 61 nationwide; it's the firm's number 1 state by advisors, and the most are in Scottsdale (27). 3 list the CFP designation and 0 are also registered broker representatives.
Trek Financial advisors by city in Arizona
Every firm in Arizona →Trek Financial advisors in Arizona, A to Z
Search by name →- Alexandra L. AbrahamScottsdale
- H J. AdolphsonScottsdale
- Jace M. BeckScottsdale
- Eric G. BurstockScottsdale · Personal Financial Specialist
- Stephen C. CaptainScottsdale · Certified Financial Planner
- David D. CarrollScottsdale
- Caleb CymbalakScottsdale
- Peter M. CymbalakScottsdale
- Deborah J. DetrayScottsdale
- Kelli L. EricksonMesa
- Sara D. FerrellScottsdale
- Jordan D. FloydScottsdale
- David T. HeymannScottsdale
- Brandon R. JohnsScottsdale
- Chad J. JohnsonScottsdale
- Rick H. Jones Sr.Lake Havasu City
- Anthony LoprestiScottsdale
- Dino J. LoprestiScottsdale
- Evan G. MathewScottsdale
- David E. MaxeyScottsdale
- Cynthia L. MedinaLake Havasu
- Craig D. PoulsonScottsdale
- Gavin R. SchmittScottsdale
- Brandon T. SoaresScottsdale
- Collin C. WalkerScottsdale · Certified Financial Planner
- John WalkerScottsdale
- Mark D. WhittakerScottsdale · Personal Financial Specialist
- Jared D. WilliamsScottsdale · Certified Financial Planner
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Questions
How many Trek Financial financial advisors are in Arizona?
28 investment adviser representatives are registered at Trek Financial offices in Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 61 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Arizona does Trek Financial have the most advisors?
Scottsdale, with 27, then Lake Havasu (1). Trek Financial has advisors in 4 cities in Arizona.
How do I check a Trek Financial advisor in Arizona?
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.