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).

Current Firm Details
8080 Madison Avenue,suite 102a, Fair Oaks, CA 95628
http://www.questsecuritiesinc.com
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 Iverson, financial advisor Fair Oaks CA
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 Ferrans, financial advisor Fair Oaks CA
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 8 years of experience in the finance industry.

3
Trevor Glenn, financial advisor Fair Oaks CA
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 Kuo-Carmany, financial advisor San Francisco CA
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, financial advisor Alameda CA
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 Schoen, financial advisor Livermore CA
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 32 years of experience in the finance industry.

7
David Mason, financial advisor Fair Oaks CA
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 Gee, financial advisor San Francisco CA
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 22 years of experience in the finance industry.

9
Alexander Svistoonoff, financial advisor Fair Oaks CA
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 Coburn, financial advisor Roseville CA
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.

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.

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