Unclaimed Profile

Mary Helen Durie

QUEST CAPITAL MANAGEMENT, INC.·DALLAS, Texas

SIE, Series 7, Series 31, Series 63, Series 65CFPClean record32 years registeredQUEST CAPITAL MANAGEMENT, INC.

8117 PRESTON ROAD, SUITE 700, DALLAS, TX 75225CRD# 2020763Firm CRD# 114690

Profile Verification

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

Identity

Mary Helen Durie · DALLAS, TX

Registration

CRD #2020763 · QUEST CAPITAL MANAGEMENT, INC. · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: QUEST CAPITAL MANAGEMENT, INC.

QUEST CAPITAL MANAGEMENT, INC.

Jun 1995 – Oct 2021

DALLAS, TX

BTS ASSET MANAGEMENT, INC.

Apr 1994 – Jun 2003

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · April 22, 1994

Years registered · 32

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUEST CAPITAL MANAGEMENT LLC

CRD 114690 · SEC 801-60734

AUM

$1.2B

Regulatory assets under management

Employees

1,891 client accounts

Services offered by QUEST CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at QUEST CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Mary Helen Durie offer?

Mary Helen Durie specializes in Financial Planning, Investment Management.

What are Mary Helen Durie's credentials?

Mary Helen Durie holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mary Helen Durie located?

Mary Helen Durie is based in DALLAS, Texas, last registered with QUEST CAPITAL MANAGEMENT, INC..

How does Mary Helen Durie charge for services?

Mary Helen Durie's firm is compensated through percentage of aum, subscription fees, commissions, other: third party adviser / manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUEST CAPITAL MANAGEMENT, INC.?

QUEST CAPITAL MANAGEMENT, INC. has approximately 24 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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