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
7629 Purfoy Road, Suite 105, Fuquay Varina, NC 27526
http://www.completefinancialsolutions.org
By the Numbers
  • Total Assets Under Management
    157
    MILLION
  • Total Number of Accounts
    868
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

NC, SC, TX, VA

Financial Advisors at Quest 10 Wealth Builders, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Valerie Seymour, financial advisor Fuquay Varina NC
Valerie M. Seymour
CRD#: 4259311
7629 Purfoy Road, Suite 105, Fuquay Varina, NC 27526

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, financial advisor Fuquay Varina NC
Kenneth D. Stephenson
CRD#: 4922591
7629 Purfoy Road, Suite 105, Fuquay Varina, NC 27526

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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