Quest Financial Services, Inc.

Quest Financial Services, Inc. (CRD# 133548) is a financial advisory firm headquartered in , . They manage $13,000,000 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.


Financial Advisors at Quest Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
Peter T. Guttman
CRD#: 2217381
Granite Bay, CA

Peter Guttman (CRD# 2217381) is an Investment Advisor Representative working at Quest Financial Services, Inc. in Granite Bay, CA and has over 24 years of experience in the finance industry.

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