Quest Capital Management, Inc.

Quest Capital Management, Inc. (CRD# 114690) is a financial advisory firm headquartered in Dallas, TX. They manage $877,731,642 in 1,715 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    878
    MILLION
  • Total Number of Accounts
    1,715
    ACCOUNTS
  • Average Account Value
    $511,797
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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.

AR, CA, FL, GA, LA, NY, OK, TX, VA

Financial Advisors at Quest Capital Management, Inc.
Showing 1 - 10 of 13 top financial advisors.
1
Robert A. Cox
CRD#: 2529746
8117 Preston Road, Suite 700, Dallas, TX 75225
96
Wealthminder
score

Robert Cox (CRD# 2529746) is an Investment Advisor Representative working at Quest Capital Management, Inc. in Dallas, TX and has over 19 years of experience in the finance industry. Robert Cox has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jerrod K. Dawson
CRD#: 3130157
8117 Preston Road, Suite 700, Dallas, TX 75225
96
Wealthminder
score

Jerrod Dawson (CRD# 3130157) is an Investment Advisor Representative working at Quest Capital Management, Inc. in Dallas, TX and has over 17 years of experience in the finance industry.

3
Mary H. Durie
CRD#: 2020763
8117 Preston Road, Suite 700, Dallas, TX 75225
96
Wealthminder
score

Mary Durie (CRD# 2020763) is an Investment Advisor Representative working at Quest Capital Management, Inc. in Dallas, TX and has over 23 years of experience in the finance industry. Mary Durie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Larry C. Ferguson
CRD#: 4280817
8117 Preston Road, Suite 700, Dallas, TX 75225
96
Wealthminder
score

Larry Ferguson (CRD# 4280817) is an Investment Advisor Representative working at Quest Capital Management, Inc. in Dallas, TX and has over 13 years of experience in the finance industry. Larry Ferguson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Sergio G. Garcia
CRD#: 5638860
8117 Preston Road, Suite 700, Dallas, TX 75225
96
Wealthminder
score

Sergio Garcia (CRD# 5638860) is an Investment Advisor Representative working at Quest Capital Management, Inc. in Dallas, TX and has over 7 years of experience in the finance industry. Sergio Garcia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Tiffany D. Garza
CRD#: 4809090
8117 Preston Road, Suite 700, Dallas, TX 75225
96
Wealthminder
score

Tiffany Garza (CRD# 4809090) is an Investment Advisor Representative working at Quest Capital Management, Inc. in Dallas, TX and has over 8 years of experience in the finance industry. Tiffany Garza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Carl J. Kunhardt
CRD#: 2553325
8117 Preston Road, Suite 700, Dallas, TX 75225
96
Wealthminder
score

Carl Kunhardt (CRD# 2553325) is an Investment Advisor Representative working at Quest Capital Management, Inc. in Dallas, TX and has over 21 years of experience in the finance industry. Carl Kunhardt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Marisa L. Lockhart
CRD#: 4307712
8117 Preston Road, Suite 700, Dallas, TX 75225
96
Wealthminder
score

Marisa Lockhart (CRD# 4307712) is an Investment Advisor Representative working at Quest Capital Management, Inc. in Dallas, TX and has over 7 years of experience in the finance industry. Marisa Lockhart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Dennis J. Moore
CRD#: 4845675
8117 Preston Road, Suite 700, Dallas, TX 75225
96
Wealthminder
score

Dennis Moore (CRD# 4845675) is an Investment Advisor Representative working at Quest Capital Management, Inc. in Dallas, TX and has over 5 years of experience in the finance industry. Dennis Moore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Christopher S. Young
CRD#: 2799053
8117 Preston Road, Suite 700, Dallas, TX 75225
96
Wealthminder
score

Christopher Young (CRD# 2799053) is an Investment Advisor Representative working at Quest Capital Management, Inc. in Dallas, TX and has over 20 years of experience in the finance industry. Christopher Young has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.