Question 1

What services does Lauralea Dawn Pfendler offer?

Accepted Answer

Lauralea Dawn Pfendler specializes in Financial Planning, Investment Management. Contact their office in LAKE FOREST, California for a consultation.

Question 2

What are Lauralea Dawn Pfendler's credentials?

Accepted Answer

Lauralea Dawn Pfendler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Lauralea Dawn Pfendler located?

Accepted Answer

Lauralea Dawn Pfendler is based in LAKE FOREST, California, working with QUEST CAPITAL STRATEGIES, INC.. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.

Question 4

How does Lauralea Dawn Pfendler charge for services?

Accepted Answer

Lauralea Dawn Pfendler's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral or solicitor fee from third party managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is QUEST CAPITAL STRATEGIES, INC.?

Accepted Answer

QUEST CAPITAL STRATEGIES, INC. has approximately 7 employees and manages $24M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Lauralea Dawn Pfendler

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