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James Moore McClenny

Trek Financial

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About James Moore McClenny

James McClenny is a financial advisor with Trek Financial, a firm headquartered in Scottsdale, Arizona. James McClenny is also licensed to sell life, health and long-term care insurance products through Crump Insurance Services, Blue Cross/Blue Shield of Florida, and ECA Marketing. James McClenny has been in the financial services industry since 1996, and has a strong track record of helping clients achieve their financial goals.

Firm Information

James McClenny is currently registered with Trek Financial. Trek Financial, headquartered in Scottsdale, Arizona, is an independent financial advisory firm serving a diverse clientele, including individuals, families, businesses, non-profits, and retirement plans. With over 51 licensed agents and 3 investment advisor representatives, Trek Financial provides a comprehensive range of financial services, including financial planning, pension consulting, portfolio management, educational seminars, and selection of other advisors. The firm manages over $2.2 billion in assets for its clients, and has a strong focus on providing personalized financial guidance and wealth management solutions.
Trek Financial

8355 EAST HARTFORD DRIVE

SCOTTSDALE, AZ 85255

$2.26B

Assets Under Management

Not reported

Total Clients

62

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James McClenny’s Registration & Firm History

FL

10/31/2018 - Present

Trek Financial (Tallahassee FL)

FL

08/01/2008 - 12/31/2010

NATIONWIDE SECURITIES, LLC (TALLAHASSEE FL)

FL

08/05/2003 - 08/01/2008

1717 CAPITAL MANAGEMENT COMPANY (TALLAHASSEE FL)

DE

11/20/1997 - 05/12/2003

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

DE

05/10/1996 - 08/13/1997

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

MA

02/28/1996 - 03/28/1996

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

IA

Issued 04/15/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/01/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for James Moore McClenny. Review regulatory record here.
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