Delmer
Hyde

Trek Financial

CRD#1033148
Investment Advisor
in Vernal, UT

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About this Advisor

Delmer Hyde is a chartered financial consultant working in Vernal, Utah who has 4 years of industry experience. Hyde is an employee of Trek Financial. Throughout their career, they have worked at World Equity Group, Trek Financial, Purshe Kaplan Sterling Investments and Axa Advisors, LLC. Hyde maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Utah. Trek Financial is a financial advisory company headquartered in Scottsdale, AZ. It has offices in 30 locations and a total of 57 employees. It has $2 billion in assets across its 9,873 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises six charitable organizations. Of its 9,873 customer accounts, just 9% are held by high-net-worth investors who have at least $1 million in assets. Trek Financial provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules vary depending on the type of financial services provided. However, fee types billed by Trek Financial may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1256 W 400 S Suite 2
Vernal, UT 84078

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Trek Financial Brokerage Details

Total Assets Under Management

$1,876,635,074

UT Average: $1,555,372,352
Total Number of Employees

57

UT Average: 37
Total Number of Accounts

9,873

UT Average: 1,370
Average Account Size

$190,077

UT Average: $1,135,308

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

Delmer Hyde Work History

Delmer has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Trek Financial

2019 - 2020 (1 year)

Purshe Kaplan Sterling Investments

2015 - 2019 (4 years)

World Equity Group

1999 - 2015 (16 years)

Axa 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 Delmer Hyde 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

Zachary Abraham
Scottsdale, AZ
Bradley Graham
Heber City, UT
Tory Anderson
Vernal, UT
Joshua Manwaring
Scottsdale, AZ
Chad Johnson
Tacoma, WA
Martin Muse
Scottsdale, AZ
Clinton Brown
San Clemente, CA
Richard Hardman
Sandy, UT

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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