Samer Dhillon (CRD# 6307484) is an Investment Advisor Representative working at Quest Investment Firm in Sacramento, CA and has over 9 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atlas Capital, LLC | Los Angeles, CA | Jan 2019 - Current | 5 |
| Quest Investment Firm | Los Angeles, CA | Mar 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
- CA
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$211,111
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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