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Kenneth Darrell Stephenson

QUEST 10 WEALTH BUILDERS, INC.·FUQUAY-VARINA, North Carolina
Series 6, Series 63Clean record18 years registeredQUEST 10 WEALTH BUILDERS, INC.
7629 PURFOY ROAD, FUQUAY-VARINA, NC 27526CRD# 4922591Firm CRD# 154092

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Darrell Stephenson · FUQUAY-VARINA, NC
Registration
CRD #4922591 · QUEST 10 WEALTH BUILDERS, INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

QUEST 10 WEALTH BUILDERS, INC.
Sep 2010 – present
GLOBAL FINANCIAL PRIVATE CAPITAL, LLC
Jan 2014 – Oct 2017
FUQUAY-VARINA, NC
Q3 ASSET MANAGEMENT CORPORATION
Nov 2013 – Mar 2018
FUQUAY VARINA, NC
HORTER INVESTMENT MANAGEMENT, LLC
Mar 2008 – Sep 2010
FUQUAY-VARINA, NC
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · March 4, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
QUEST 10 WEALTH BUILDERS, INC.
CRD 154092 · SEC 801-126228
AUM
$157M
Regulatory assets under management
Employees
5
868 client accounts
Services offered by QUEST 10 WEALTH BUILDERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at QUEST 10 WEALTH BUILDERS, INC. →
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05

Frequently Asked Questions

What services does Kenneth Darrell Stephenson offer?
Kenneth Darrell Stephenson specializes in Financial Planning, Investment Management. Contact their office in FUQUAY-VARINA, North Carolina for a consultation.
What are Kenneth Darrell Stephenson's credentials?
Kenneth Darrell Stephenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Darrell Stephenson located?
Kenneth Darrell Stephenson is based in FUQUAY-VARINA, North Carolina, working with QUEST 10 WEALTH BUILDERS, INC.. Their office serves clients in the FUQUAY-VARINA metropolitan area and surrounding communities.
How does Kenneth Darrell Stephenson charge for services?
Kenneth Darrell Stephenson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QUEST 10 WEALTH BUILDERS, INC.?
QUEST 10 WEALTH BUILDERS, INC. has approximately 5 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideASHEVILLE GuideCHAPEL HILL Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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