Eric
Burstock
Trek Financial
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About this Advisor
Eric Burstock is a personal financial specialist working out of Winchester, Virginia with a total of 5 years of relevant experience. Burstock is an employee of Trek Financial. The advisor has gained experience at Reap Of Virginia, Inc, Eric Burstock, Cpa, Horter Investment Management, LLC and Bcj Capital Management. Burstock maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Virginia. Trek Financial is a registered investment firm operating out of 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 accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to six charitable organizations. Of its 9,873 accounts, just 9% belong to high-net-worth individuals who have more than $1 million in investable assets. Trek Financial provides a number 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. Fees for financial advisory services usually are based on the financial services provided. Fees charged by Trek Financial most likely are 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
Eric Burstock Work History
Eric has been registered as a financial advisor for 5 years.*
Bcj Capital Management
Eric Burstock, Cpa
Reap Of Virginia, Inc
Horter Investment Management, 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 Eric Burstock 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
Heber City, UT
Scottsdale, AZ
Vernal, UT
Santa Rosa, CA
Sandy, UT
Scottsdale, AZ
Scottsdale, AZ
Middleton, WI
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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