Unclaimed Profile

Terry Shawn Traynor

QUEST CAPITAL STRATEGIES, INC.·LAKE FOREST, California

QUEST CAPITAL STRATEGIES, INC.

23832 ROCKFIELD BLVD., LAKE FOREST, CA 92630CRD# 2670782Firm CRD# 16783

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Terry Shawn Traynor · LAKE FOREST, CA

Registration

CRD #2670782 · QUEST CAPITAL STRATEGIES, INC.

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Terry Shawn

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Terry Shawn is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

QUEST CAPITAL STRATEGIES, INC.

AUM

$24M

Regulatory assets under management

Employees

Total firm employees

View all advisors at QUEST CAPITAL STRATEGIES, INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

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

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 Advisors Are you this advisor? Claim profile

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 →