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Sandra V. Stephenson

QUEST 10 WEALTH BUILDERS, INC.·FUQUAY-VARINA, North Carolina
Unclaimed Profile
7629 PURFOY ROAD, FUQUAY-VARINA, NC 27526CRD# 6313846Firm CRD# 154092
01

About

Sandra V. Stephenson is a registered financial advisor based in FUQUAY-VARINA, North Carolina, affiliated with QUEST 10 WEALTH BUILDERS, 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
Nonprofits & Foundations
03

Firm Overview

Firm
QUEST 10 WEALTH BUILDERS, INC.
QUEST 10 WEALTH BUILDERS, INC.
AUM
$157M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at QUEST 10 WEALTH BUILDERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6313846
Firm CRD# 154092
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sandra V. Stephenson offer?
Sandra V. Stephenson specializes in Financial Planning, Investment Management. Contact their office in FUQUAY-VARINA, North Carolina for a consultation.
What are Sandra V. Stephenson's credentials?
Sandra V. Stephenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sandra V. Stephenson located?
Sandra V. 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 Sandra V. Stephenson charge for services?
Sandra V. 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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Other advisors in FUQUAY-VARINA
Kenneth Darrell Stephenson — QUEST 10 WEALTH BUILDERS, INC.Bryan Weston Gort — QUEST 10 WEALTH BUILDERS, INC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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