DFX Intelligence

RIA Intelligence

Advisors

Advisors registered through Trek Financial

Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.

63 advisors
AdvisorFirmBranchHere sinceIn industryPrior firmsStates
Brandon Tyler Soares
Trek Financial independent RIAScottsdale, AzNov 19, 202510 y01
Deborah Lynne Sopher
Trek Financial independent RIABellaire, TxOct 4, 201030 y31
Darcel Dee Stucki
Trek Financial independent RIASalt Lake City, Ut Aug 17, 201712 y21
M•••••• S•••••• T••••
T••• F•••••••• independent RIAColumbia, Sc Jul 25, 201820 y41
M••••• A•••• V•••••••••
T••• F•••••••• independent RIAScottsdale, Az Jan 5, 202216 y01
C••••• C•••• W•••••
Certified Financial Planner
T••• F•••••••• independent RIADenver, Co Sep 3, 202613 y21
J••• W•••••
T••• F•••••••• independent RIAScottsdale, Az Aug 25, 201714 y22
D•••• R•••••• W•••••••
T••• F•••••••• independent RIASanta Rosa, Ca Mar 31, 201620 y21
S•••• R•••••• C•••••• W•••••••
Certified Financial Planner
T••• F•••••••• independent RIAScottsdale, Az Mar 31, 201614 y11
J•••• W••••••••
T••• F•••••••• independent RIASpanish Fork, Ut Apr 9, 201823 y01
T•••• M••• W••••••••
T••• F•••••••• independent RIASalem, Ut Jul 1, 202511 y11
M••• D•••• W••••••••
Personal Financial Specialist
T••• F•••••••• independent RIAScottsdale, Az Jun 22, 202042 y41
J•••• D•••• W•••••••
Certified Financial Planner
T••• F•••••••• independent RIAScottsdale, AzDec 7, 202223 y51

The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.

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