Goal Quest Advisors, LLC

Goal Quest Advisors, LLC (CRD# 159361) is a financial advisory firm headquartered in Berwyn, PA. They manage $82,760,165 in 357 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $231,821
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Goal Quest Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lisa A. Broome
CRD#: 2832737
1000 Westlakes Drive, Suite 130, Berwyn, PA 19312

Lisa Broome (CRD# 2832737) is an Investment Advisor Representative working at Goal Quest Advisors, LLC in Berwyn, PA and has over 26 years of experience in the finance industry.

2
Erik C. Evans
CRD#: 5890364
1000 Westlakes Drive, Suite 130, Berwyn, PA 19312

Erik Evans (CRD# 5890364) is an Investment Advisor Representative working at Goal Quest Advisors, LLC in Berwyn, PA and has over 15 years of experience in the finance industry.

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