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QUEST CAPITAL STRATEGIES, INC.
QUEST CAPITAL STRATEGIES, INC.
LAKE FOREST, California
·
8 registered advisors
·
CRD# 16783
SEC# 801-77927
73
949-830-4885
01
Firm Overview
AUM
$24M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL OR SOLICITOR FEE FROM THIRD PARTY MANAGERS
03
Specialties
Financial Planning
Investment Management
04
Advisors at QUEST CAPITAL STRATEGIES, INC.
8 registered advisors
Carolyne Tsai
LAKE FOREST, California
CRD# 2272768
James Thomas Melton
LAKE FOREST, California
CRD# 1620298
Joseph Nikolson
LAKE FOREST, California
CRD# 2831577
Kenneth Yuen
LAKE FOREST, California
CRD# 2988857
Lauralea Dawn Pfendler
LAKE FOREST, California
CRD# 4951249
Robert Eugene Carey
LAKE FOREST, California
CRD# 1045956
Terry Shawn Traynor
LAKE FOREST, California
CRD# 2670782
Tiffany Kay Forbes
LAKE FOREST, California
CRD# 4837335
05
Office Locations
LAKE FOREST, California
8 advisors
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Data sourced from SEC Form ADV filings. QUEST CAPITAL STRATEGIES, INC. (CRD# 16783) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.