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 8 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 19 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 21 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 22 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 32 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 5 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 22 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 15 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.