Be advised. This firm is no longer registered.

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 - 2 of 2 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
David M. Mason
CRD#: 5969093
8080 Madison Avenue Ste.102a, Fair Oaks, CA 95628
93
Wealthminder
score

David Mason (CRD# 5969093) is an Investment Advisor Representative working at Quest Securities, Inc. in Fair Oaks, CA and has over 5 years of experience in the finance industry.

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