David
Heymann
Trek Financial
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About this Advisor
David Heymann is a financial advisor based in Phoenix, Arizona, working with Trek Financial. David has previously held positions at Prism Investment Management Inc, First Allied Advisory Services, Inc, Painter Pry Cpa'S, Pllc, First Allied Securities, Inc, Powell Heymann, LLC, and Heritage Wealth Management, LLC. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, David is part of Trek Financial, which operates out of Phoenix, Arizona. The firm has 32 offices and 55 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Trek Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trek Financial Brokerage Details
$2,260,449,578
55
4,584
$493,117
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
David Heymann Work History
Heritage Wealth Management, LLC
Prism Investment Management Inc
Painter Pry Cpa'S, Pllc
Powell Heymann, LLC
First Allied Advisory Services, Inc
First Allied Securities, Inc
Disclosures
Please visit the SEC profile of David Heymann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trek Financial
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Phoenix, AZ
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