DH
Delmer P. Hyde
TREK FINANCIAL
PLEASANT GROVE, UT 84062
Some features on this profile are disabled
CRD#: 1033148
DH
Professional summary
Delmer P Hyde is a registered financial advisor currently at TREK FINANCIAL located in Pleasant Grove, Utah.
Delmer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Delmer has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) BCJ CAPITAL MANAGEMENT, LLC. INVESTMENT RELATED BUSINESS. LOCATED 8355 E. HARTFORD DRIVE, STE. 105, SCOTTSDALE, AZ 85255. NATURE OF BUSINESS IS IAR AFILIATED WITH RIA. TITLE IS IAR. STARTED 09/2015. 40 HR/MO DEVOTED DURING TRADING. DUTIES ARE ACTING AS AN IAR AND CONSULTING WITH CLIENTS. 2) BCJ FINANCIAL GROUP, LLC. INVESTMENT RELATED BUSINESS. LOCATED AT 7440 CREEK ROAD, #444, SANDY, UT 84093. FIXED INSURANCE SALES. TITLE IS AGENT. STARTED 09/2015. 60 HRS/MO DEVOTED DURING TRADING. DUTIES ARE TO CONSULT WITH CLIENTS ABOUT FIXED INSURANCE PRODUCTS. 3) HOME GROWN & HANDCRAFTED. NOT INVESTMENT RELATED. LOCATED AT 1421 N 1500 W, VERNAL, UT 84078. MANUFACTURE AND SALE OF FARM AND GARDEN PRODUCTS. STARTED 07/2005. 1HR/MO DEVOTED - 0 DURING TRADING. DUTIES ARE TO HELP WIFE AND CHILDREN IN THE GROWING AND MARKETING OF FARM AND GARDEN AND HOMEMADE PRODUCTS. 4) FINANCIAL AND BENEFIT PROFESSIONALS, LLC. NOT INVESTMENT RELATED. LOCATED AT 1256 W 400 S, STE 2, VERNAL, UT 84078. MANAGEMENT OF PERSONAL OFFICE EXPENSES. TITLE IS 25% PARTNER. STARTED 5/2001. 5 HRS/MO - 0 DURING TRADING. DUTIES ARE TO MANAGE OFFICE SPACE AND BUSINESS SERVICES. 5) RENTAL REAL ESTATE. NOT INVESTMENT RELATED. 1421 N 1500 W, VERNAL, UT 84078. HELP MANAGE RESIDENTIAL RENTAL REAL ESTATE. MANAGE PROPERTY, CO-OWNER. STARTED 09/2013. 5 HRS/MO DEVOTED - 0 DURING TRADING. DUTIES ARE TO HELP WIFE MANAGE AND TAKE CARE OF SOME RESIDENTIAL RENTAL PROPERTIES. 6)BROOKSTONE DEVELOPMENT, LLC. NOT INVESTMENT RELATED. LOCATED AT 1256 W 400 S, SUITE 2, VERNAL, UT 84078. OWNERSHIP AND MANAGEMENT OF PERSONAL OFFICE SPACE. TITLE IS 7.5% PARTNER. STARTED 5/2017. 1 HR/MO - 0 DURING TRADING. DUTIES ARE OWNERSHIP SHARE OF MY OFFICE BUILIDING THROUGH THIS ENTITY. NO MANAGEMENT RESPONSIBILITY. 7) DPH ADVISORY SERVICES, LLC. NOT INVESTMENT RELATED. LOCATED AT 1256 W 400 S, STE 2, VERNAL, UT 84078. MANAGE THE FLOW OF REVENUE AND EXPENSES ON FIXED BUSINESS. 100% SHAREHOLDER. STARTED 4/2018. 5 HR/MO DEVOTED - 0 DURING TRADING. DUTIES ARE MANAGING THE FLOW OF REVENUE FROM FIXED BUSINESS AND THE PAYMENT OF EXPENSES RELATED TO THAT BUSINESS.
CRS (Client Relationship Summary) - RIA
Click below to view Delmer P Hyde's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 24, 2019 - Present
TREK FINANCIAL
Office #1: 488 West Center St. Suite 108, Pleasant Grove, UT 84062Office #2: 1256 W 400 S Suite 4, Vernal, UT 84078RIA
CRD#: 109376
PLEASANT GROVE, UT
Past
May 14, 2019 - June 30, 2020
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Vernal, UT
Past
September 15, 2015 - May 17, 2019
WORLD EQUITY GROUP, INC.
BD
CRD#: 29087
Vernal, UT
Past
March 23, 2000 - September 10, 2015
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
VERNAL, UT
Past
April 27, 1982 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
April 27, 1982 - September 10, 2015
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
VERNAL, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
TREK FINANCIAL
BAUER & ASSOCIATES, INC. | WITTROCK FINANCIAL GROUP | UTAH SMALL BUSINESS SOLUTIONS | TREK FINANCIAL, LLC | TREK FINANCIAL | STRATEGIC FINANCIAL SERVICES | STRATEGIC BENEFIT SOLUTIONS | STATERA WEALTH MANAGEMENT | PRISM FINANCIAL CONCEPTS | OMNIAVELIS | MANWARING WEALTH MANAGEMENT | INNOVATIVE RETIREMENT PLANNERS, INC. | EMPOWERED FINANCIAL MANAGEMENT | DETRAY INVESTMENT GROUP | DELMER HYDE FINANCIAL GROUP | CLINTON BROWN FINANCIAL | BULWARK CAPITAL MANAGEMENT | BLUELINE FINANCIAL PLANNING | BCJ CAPITAL MANAGEMENT, LLC | BCJ CAPITAL MANAGEMENT | BAUER CAPTAIN & JOHNSON, INC. | BAUER CAPTAIN & ASSOCIATES, INC.
CRD#: 109376 / SEC#: 801-58087
RIA
Registered Investment Advisory firm - (11/15/2000 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Utah(4/24/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TF
TREK FINANCIAL
BAUER & ASSOCIATES, INC. | WITTROCK FINANCIAL GROUP | UTAH SMALL BUSINESS SOLUTIONS | TREK FINANCIAL, LLC | TREK FINANCIAL | STRATEGIC FINANCIAL SERVICES | STRATEGIC BENEFIT SOLUTIONS | STATERA WEALTH MANAGEMENT | PRISM FINANCIAL CONCEPTS | OMNIAVELIS | MANWARING WEALTH MANAGEMENT | INNOVATIVE RETIREMENT PLANNERS, INC. | EMPOWERED FINANCIAL MANAGEMENT | DETRAY INVESTMENT GROUP | DELMER HYDE FINANCIAL GROUP | CLINTON BROWN FINANCIAL | BULWARK CAPITAL MANAGEMENT | BLUELINE FINANCIAL PLANNING | BCJ CAPITAL MANAGEMENT, LLC | BCJ CAPITAL MANAGEMENT | BAUER CAPTAIN & JOHNSON, INC. | BAUER CAPTAIN & ASSOCIATES, INC.
CRD#: 109376 / SEC#: 801-58087
RIA
Registered Investment Advisory firm - (11/15/2000 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255
Mailing Address
Phone number
(480) 483-1510
Established
Firm type
Fiscal year end
# of Employees
56
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 11,057 |
| AUM (Assets Under Management) | $ 2,492,708,552 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TREK FINANCIAL
CRD#: 109376Pleasant Grove, UT 84062TRUST BUT VERIFY
Monitor Delmer Hyde
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
