Deborah
Detray
Trek Financial
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About this Advisor
Deborah Detray is a financial advisor based in Defiance, Ohio, working with Trek Financial. Deborah has previously held positions at First Church Of God, Horter Investment Management, LLC, Detray Investment Group, Detray Chiropractic Center, Northwest Tax Services, and Bcj Capital Management. Deborah has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Deborah is part of Trek Financial, which operates out of Defiance, Ohio. 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
Deborah Detray Work History
Bcj Capital Management
Detray Chiropractic Center
Detray Investment Group
First Church Of God
Northwest Tax Services
Horter Investment Management, LLC
Disclosures
Please visit the SEC profile of Deborah Detray to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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