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Deborah J. Detray
TREK FINANCIAL
Defiance, OH 43512
Some features on this profile are disabled
CRD#: 2517084
DD
Professional summary
Deborah Jean Detray, who also goes by Deborah Jean Washner, is a registered financial advisor currently at TREK FINANCIAL located in Defiance, Ohio.
Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Deborah has worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Deborah Jean Washner
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.
The Name of the other business: DeTray Chiropractic Center Investment Related?: No Address of other business: 210 Latchaw Dr., Defiance, OH 43512 Nature of other business: Chiropractic Office Your position: Accountant Start Date: 01/2017 How many hours you devote to the other business per month: 5 How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: I prepare payroll, record income and expenses, balance checkbooks and all other miscellaneous accounting duties The Name of the other business: DeTray Investment Group Investment Related?: Yes Address of other business: 815 E. Second St., Ste 100, Defiance, OH 43512 Nature of other business: Investment Advisor Your position: President Start Date: 01/2000 How many hours you devote to the other business per month: 140 How many hours you devote to the other business during securities trading hours: 120 Briefly describe your duties: Meet with clients, develop plans, marketing. The Name of the other business: First Church of God Investment Related?: No Address of other business: 561 Carter Rd., Defiance, OH 43512 Nature of other business: Church Your position: Treasurer Start Date: 11/1991 How many hours you devote to the other business per month: 10 How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: Record all income, pay bills and record them, payroll preparation The Name of the other business: Northwest Tax Services Investment Related?: No Address of other business: 21116 Switzer Rd., Defiance, OH 43512 Nature of other business: Accounting and Tax Practice Your position: Owner Start Date: 01/1982 How many hours you devote to the other business per month: 25 (end of January until mid April) How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: Prepare income taxes for clients
CRS (Client Relationship Summary) - RIA
Click below to view Deborah Jean Detray'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
December 12, 2019 - Present
TREK FINANCIAL
Office #1: 815 E Second St. Suite 100, Defiance, OH 43512RIA
CRD#: 109376
Defiance, OH
Past
October 29, 2013 - August 13, 2019
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
DEFIANCE, OH
Past
July 31, 2012 - October 21, 2013
LPL FINANCIAL LLC
BD
CRD#: 6413
DEFIANCE, OH
Past
September 28, 2009 - October 1, 2013
ADVANTAGE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 146236
DEFIANCE, OH
Past
June 17, 2003 - July 31, 2012
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
DEFIANCE, OH
Past
June 10, 2003 - July 31, 2012
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
DEFIANCE, OH
Past
September 5, 2000 - June 19, 2003
WALNUT STREET ADVISERS INC
RIA
CRD#: 109903
DEFIANCE, OH
Past
August 3, 2000 - June 19, 2003
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Past
December 21, 1998 - August 2, 2000
AMERICAN INVESTMENT SERVICES, INC.
BD
CRD#: 21111
OKLAHOMA CITY, OK
Past
January 31, 1996 - December 23, 1998
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
September 30, 1994 - February 9, 1996
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
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
Ohio(12/12/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TREK FINANCIAL
CRD#: 109376Defiance, OH 43512TRUST BUT VERIFY
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