Mark
Whittaker
Trek Financial
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About this Advisor
Mark Whittaker is a personal financial specialist who works out of Scottsdale, Arizona with a total of 3 years of relevant experience. Whittaker is currently employed by Trek Financial. The advisor has gained experience at Hawkins, Cloward & Simister, Lc, Axa Advisors, LLC, Bauer Captain & Johnson, World Equity Group, United Planners Financial Services Of America, Eide Bailly Agency, Eide Bailly Financial Services / Eide Bailly Securities, Eide Bailly Llp, Oops, LLC, Eide Bailly Advisors, Eide Bailly Agency/E4 Brokerage Insuarance and Trek Financial. Whittaker maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Utah. Trek Financial is a financial advisory company that has its headquarters in Scottsdale, AZ. The investment advisory business has offices in 30 locations and a total of 57 people on staff. It controls $2 billion in assets among its 9,873 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to six charitable organizations. Of its 9,873 customer accounts, just 9% are associated with high-net-worth investors who have at least $1 million in assets. Trek Financial offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees usually vary depending on which service is provided. Fee types billed by Trek Financial can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trek Financial Brokerage Details
$1,876,635,074
57
9,873
$190,077
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
Mark Whittaker Work History
Mark has been registered as a financial advisor for 3 years.*
Trek Financial
Eide Bailly Llp
United Planners Financial Services Of America
Eide Bailly Agency
Eide Bailly Financial Services / Eide Bailly Securities
Eide Bailly Advisors
Eide Bailly Agency/E4 Brokerage Insuarance
World Equity Group
Bauer Captain & Johnson
Axa Advisors, LLC
Oops, LLC
Hawkins, Cloward & Simister, Lc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Whittaker 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
Vernal, UT
Heber City, UT
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
San Clemente, CA
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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