Unclaimed Profile

Robert Allen Cox

QUEST CAPITAL MANAGEMENT, INC.·DALLAS, Texas

SIE, Series 7, Series 63, Series 65CFPClean record26 years registeredQUEST CAPITAL MANAGEMENT, INC.

8117 PRESTON ROAD, SUITE 700, DALLAS, TX 75225CRD# 2529746Firm CRD# 114690

Profile Verification

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

Identity

Robert Allen Cox · DALLAS, TX

Registration

CRD #2529746 · QUEST CAPITAL MANAGEMENT, INC. · 26 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Nov 2021 – present

QUEST CAPITAL MANAGEMENT, INC.

Jan 2005 – Mar 2022

DALLAS, TX

RAYMOND JAMES FINANCIAL SERVICES

Dec 2004 – May 2005

DALLAS, TX

MML INVESTORS SERVICES, INC.

Dec 2003 – Dec 2004

OKLAHOMA CITY, OK

MML INVESTORS SERVICES, INC.

Oct 2003 – Oct 2003

OKLAHOMA CITY, OK

QUEST CAPITAL MANAGEMENT, INC.

Jun 2000 – Dec 2003

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · June 5, 2000

Years registered · 26

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 Robert Allen Cox offer?

Robert Allen Cox specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.

What are Robert Allen Cox's credentials?

Robert Allen Cox holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Allen Cox located?

Robert Allen Cox is based in DALLAS, Texas, working with QUEST CAPITAL MANAGEMENT, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Robert Allen Cox charge for services?

Robert Allen Cox'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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