Quest 10 Wealth Builders, Inc.
Quest 10 Wealth Builders, Inc. (CRD# 154092) is a financial advisory firm headquartered in Fuquay Varina, NC. They manage $156,956,122 in 868 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management157MILLION
-
Total Number of Accounts868ACCOUNTS
-
Average Account Value$180,825
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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, SC, TX, VA
Financial Advisors at Quest 10 Wealth Builders, Inc.
1
Valerie Seymour (CRD# 4259311) is an Investment Advisor Representative working at Quest 10 Wealth Builders, Inc. in Fuquay Varina, NC and has over 21 years of experience in the finance industry.
2
Kenneth Stephenson (CRD# 4922591) is an Investment Advisor Representative working at Quest 10 Wealth Builders, Inc. in Fuquay Varina, NC and has over 19 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.