Financial ADVSR advisor directory · SEC adviser records
Trek Financial financial advisors in California
Every SEC-registered investment adviser representative at a Trek Financial office in California, by city and A to Z.
The short answer
5 registered advisors work at Trek Financial in California, out of 61 nationwide; it's the firm's number 3 state by advisors, and the most are in Santa Rosa (2). 2 list the CFP designation and 0 are also registered broker representatives.
Trek Financial advisors by city in California
Every firm in California →Trek Financial advisors in California, A to Z
Search by name →- Benjamin R. BimsonDavis
- Clinton R. BrownSan Clemente · Certified Financial Planner, Chartered Financial Consultant
- Graham B. McDougalSacramento
- Denis R. WheatleySanta Rosa
- Simon R. WheatleySanta Rosa · Certified Financial Planner
Trek Financial advisors in every state →Trek Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →
Trek Financial in other states
Questions
How many Trek Financial financial advisors are in California?
5 investment adviser representatives are registered at Trek Financial offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 61 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Trek Financial have the most advisors?
Santa Rosa, with 2, then Davis (1). Trek Financial has advisors in 4 cities in California.
How do I check a Trek Financial advisor in California?
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.