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Financial ADVSR advisor directory · SEC adviser records

Trek Financial financial advisors in Sandy, UT

Every SEC-registered investment adviser representative at a Trek Financial office in Sandy, A to Z.

3 registered advisors work at Trek Financial in Sandy, out of 61 at the firm nationwide; it ranks number 15 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Trek Financial advisors in Sandy, A to Z

Every Trek Financial advisor →

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

Scottsdale, AZ 27Albuquerque, 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 Sandy

All Sandy advisors →

Morgan Stanley 142Cetera Investment Advisers LLC 20Strategic Advisers LLC 18LPL Financial LLC 14Net Worth Advisory Group, LLC 13New Millennium Group 13Ameriprise Financial Services, LLC 11Edward Jones 11Eagle Strategies LLC 8Global Retirement Partners LLC 5Onedigital 5Capita Financial Network, LLC 4

Questions

How many financial advisors does Trek Financial have in Sandy?

3 investment adviser representatives are registered at Trek Financial offices in Sandy, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 61 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Trek Financial one of the largest advisor employers in Sandy?

Trek Financial ranks number 15 in Sandy by registered advisors; Morgan Stanley has the most, with 142.

How do I check a Trek Financial advisor in Sandy?

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.