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
By the Numbers
-
Total Assets Under Management53MILLION
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Total Number of Accounts357ACCOUNTS
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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

Registered Investment Advisor
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.
1
Luke Iverson (CRD# 6480980) is an Investment Advisor Representative working at Quest Securities, Inc. in Fair Oaks, CA.
2
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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