Richard
Kinney
Trek Financial
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About this Advisor
Richard Kinney is a financial advisor working out of Irmo, South Carolina, with a total of 5 years of relevant experience. Kinney is an advisor for Trek Financial. Their career trajectory has included roles at Kinney Retirement Strategies, LLC, Regal Investment Advisors LLC, Horter Investment Management and Bcj Capital Management. Kinney maintains a Series 65 license, which qualifies them as an investment advisor representative, and can work in South Carolina. Trek Financial is a registered investment firm based out of Scottsdale, AZ. The firm has offices in 30 locations and a total of 57 advisors. It controls $2 billion in assets among its 9,873 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves six charitable organizations. Of its 9,873 client accounts, just 9% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Trek Financial has a diverse array 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. Fees for financial management largely vary depending on the financial services provided. Fee types billed by Trek Financial may include any 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
Richard Kinney Work History
Richard has been registered as a financial advisor for 5 years.*
Bcj Capital Management
Kinney Retirement Strategies, LLC
Horter Investment Management
Regal Investment Advisors LLC
*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 Richard Kinney 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
Santa Rosa, CA
Scottsdale, AZ
Tacoma, WA
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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