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Financial ADVSR advisor directory · SEC adviser records

Trek Financial financial advisors in Utah

Every SEC-registered investment adviser representative at a Trek Financial office in Utah, by city and A to Z.

15 registered advisors work at Trek Financial in Utah, out of 61 nationwide; it's the firm's number 2 state by advisors, and the most are in Sandy (3). 2 list the CFP designation and 0 are also registered broker representatives.

Trek Financial advisors by city in Utah

Every firm in Utah →

Sandy 3Salt Lake City 2Spanish Fork 2Vernal 2Bountiful 1Heber City 1Midvale 1Riverton 1Wellsvile 1West Haven 1

Trek Financial advisors in Utah, A to Z

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Trek Financial advisors in every state →Trek Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

Trek Financial in other states

Arizona 30California 4

Questions

How many Trek Financial financial advisors are in Utah?

15 investment adviser representatives are registered at Trek Financial offices in Utah, 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 Utah does Trek Financial have the most advisors?

Sandy, with 3, then Salt Lake City (2). Trek Financial has advisors in 10 cities in Utah.

How do I check a Trek Financial advisor in Utah?

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.