AdvisorOS Directory
Claim Profile
TT

Terry Shawn Traynor

QUEST CAPITAL STRATEGIES, INC.·LAKE FOREST, California
Unclaimed Profile
23832 ROCKFIELD BLVD., LAKE FOREST, CA 92630CRD# 2670782Firm CRD# 16783
01

About

Terry Shawn Traynor is a registered financial advisor based in LAKE FOREST, California, affiliated with QUEST CAPITAL STRATEGIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
QUEST CAPITAL STRATEGIES, INC.
QUEST CAPITAL STRATEGIES, INC.
AUM
$24M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at QUEST CAPITAL STRATEGIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL OR SOLICITOR FEE FROM THIRD PARTY MANAGERS
Regulatory
SEC/IARD CRD# 2670782
Firm CRD# 16783
5 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LAKE FOREST?

Browse all registered financial advisors in LAKE FOREST, California or claim this profile if it's yours.

Browse LAKE FOREST AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Terry Shawn Traynor offer?
Terry Shawn Traynor specializes in Financial Planning, Investment Management. Contact their office in LAKE FOREST, California for a consultation.
What are Terry Shawn Traynor's credentials?
Terry Shawn Traynor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terry Shawn Traynor located?
Terry Shawn Traynor 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.
How does Terry Shawn Traynor charge for services?
Terry Shawn Traynor'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.
How large is QUEST CAPITAL STRATEGIES, INC.?
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LAKE FOREST
Jared Cheung-Yi Ong — PRUDENT INVESTORS NETWORK, INC.Carolyne Tsai — QUEST CAPITAL STRATEGIES, INC.Robert Eugene Carey — QUEST CAPITAL STRATEGIES, INC.Kenneth Yuen — QUEST CAPITAL STRATEGIES, INC.Ted Hop Ong — PRUDENT INVESTORS NETWORK, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile