Quest Securities, Inc.

Quest Securities, Inc. (CRD# 6828) is a financial advisory firm headquartered in Fair Oaks, CA. They manage $52,654,632 in 357 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $147,492
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CA, NV

Financial Advisors at Quest Securities, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Luke C. Iverson
CRD#: 6480980
8080 Madison Avenue Ste.102a, Fair Oaks, CA 95628
95
Wealthminder
score

Luke Iverson (CRD# 6480980) is an Investment Advisor Representative working at Quest Securities, Inc. in Fair Oaks, CA. 

2
Jay M. Ferrans
CRD#: 5608914
8080 Madison Avenue Ste.102a, Fair Oaks, CA 95628
93
Wealthminder
score

Jay Ferrans (CRD# 5608914) is an Investment Advisor Representative working at Quest Securities, Inc. in Fair Oaks, CA and has over 7 years of experience in the finance industry.

3
Trevor D. Glenn
CRD#: 3085963
8080 Madison Avenue,suite 102a, Fair Oaks, CA 95628
93
Wealthminder
score

Trevor Glenn (CRD# 3085963) is an Investment Advisor Representative working at Quest Securities, Inc. in Fair Oaks, CA and has over 18 years of experience in the finance industry.

4
Laura M. Kuo-Carmany
CRD#: 2788662
598 Bosworth Street, Suite #4, San Francisco, CA 94131
93
Wealthminder
score

Laura Kuo-Carmany (CRD# 2788662) is an Investment Advisor Representative working at Quest Securities, Inc. in San Francisco, CA and has over 20 years of experience in the finance industry.

5
Michael Romanchak
CRD#: 2648011
3215 Encinal Avenue, Ste. L, Alameda, CA 94501
93
Wealthminder
score

Michael Romanchak (CRD# 2648011) is an Investment Advisor Representative working at Quest Securities, Inc. in Alameda, CA and has over 21 years of experience in the finance industry.

6
Robert J. Schoen
CRD#: 414669
2207 Third St., Livermore, CA 94550
93
Wealthminder
score

Robert Schoen (CRD# 414669) is an Investment Advisor Representative working at Quest Securities, Inc. in Livermore, CA and has over 31 years of experience in the finance industry.

7
David M. Mason
CRD#: 5969093
8080 Madison Avenue Ste.102a, Fair Oaks, CA 95628
90
Wealthminder
score

David Mason (CRD# 5969093) is an Investment Advisor Representative working at Quest Securities, Inc. in Fair Oaks, CA and has over 4 years of experience in the finance industry.

8
Terrence H. Gee
CRD#: 1266030
598 Bosworth Street, Suite #4, San Francisco, CA 94131
83
Wealthminder
score

Terrence Gee (CRD# 1266030) is an Investment Advisor Representative working at Quest Securities, Inc. in San Francisco, CA and has over 21 years of experience in the finance industry.

9
Alexander Svistoonoff
CRD#: 440581
8080 Madison Ave #102a, Fair Oaks, CA 95628
65
Wealthminder
score

Alexander Svistoonoff (CRD# 440581) is an Investment Advisor Representative working at Quest Securities, Inc. in Fair Oaks, CA and has 1 year of experience in the finance industry.

10
Julia E. Coburn
CRD#: 2565449
2200a Douglas Blvd #110, Roseville, CA 95661
56
Wealthminder
score

Julia Coburn (CRD# 2565449) is an Investment Advisor Representative working at Quest Securities, Inc. in Roseville, CA and has over 14 years of experience in the finance industry.

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