Quest 10 Wealth Builders, Inc.

Quest 10 Wealth Builders, Inc. (CRD# 154092) is a financial advisory firm headquartered in Fuquay Varina, NC. They manage $35,895,983 in 456 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    456
    ACCOUNTS
  • Average Account Value
    $78,719
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Quest 10 Wealth Builders, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Todd C. Mendler
CRD#: 2875369
7629 Purfoy Road, Suite 105, Fuquay Varina, NC 27526
93
Wealthminder
score

Todd Mendler (CRD# 2875369) is an Investment Advisor Representative working at Quest 10 Wealth Builders, Inc. in Fuquay Varina, NC and has over 20 years of experience in the finance industry.

2
Valerie M. Seymour
CRD#: 4259311
7629 Purfoy Road, Suite 105, Fuquay Varina, NC 27526
93
Wealthminder
score

Valerie Seymour (CRD# 4259311) is an Investment Advisor Representative working at Quest 10 Wealth Builders, Inc. in Fuquay Varina, NC and has over 15 years of experience in the finance industry.

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