Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on an advisory agreement between the client and Trek Financial. The fees cover discretionary advice. Financial planning fees are negotiable, and may be waived or reduced at the discretion of the investment advisor representative. Additional fees may apply for certain model portfolios and options strategies.
Areas of Practice
Advisor Information
Office location
8355 East Hartford Drive, Suite 105, Scottsdale, AZ, 85255
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an agent/rep for insurance sales and investments since 2004, dedicating minimal time to it. He also holds appointments with carriers for fixed life, health, LTC, and disability insurance, and is part of Trusted Business Advisors Team, LLC.