Unclaimed Profile

Benjamin Ryan Bimson

TREK FINANCIAL, LLC·SCOTTSDALE, Arizona

SIE, Series 7, Series 66Clean record21 years registeredTREK FINANCIAL, LLC

8355 EAST HARTFORD DRIVE, SCOTTSDALE, AZ 85255CRD# 4835074Firm CRD# 109376

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Benjamin Ryan Bimson · SCOTTSDALE, AZ

Registration

CRD #4835074 · TREK FINANCIAL, LLC · 21 years registered

Brand Profile

Not yet started

Career History

TREK FINANCIAL

Nov 2008 – present

WORLD EQUITY GROUP, INC.

Sep 2015 – May 2019

Davis, CA

AXA ADVISORS, LLC

Jan 2005 – May 2015

DAVIS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 7, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TREK FINANCIAL, LLC

CRD 109376 · SEC 801-58087

AUM

$2.3B

Regulatory assets under management

Employees

4,584 client accounts

Services offered by TREK FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TREK FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Benjamin Ryan Bimson offer?

Benjamin Ryan Bimson specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Benjamin Ryan Bimson's credentials?

Benjamin Ryan Bimson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Benjamin Ryan Bimson located?

Benjamin Ryan Bimson is based in SCOTTSDALE, Arizona, working with TREK FINANCIAL, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Benjamin Ryan Bimson charge for services?

Benjamin Ryan Bimson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TREK FINANCIAL, LLC?

TREK FINANCIAL, LLC has approximately 55 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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