Questis

Questis (CRD# 130157) is a financial advisory firm headquartered in Charleston, SC. They manage $37,587,857 in 341 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    341
    ACCOUNTS
  • Average Account Value
    $110,228
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
  • Other
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.

GA, LA, NC, SC, TX

Financial Advisors at Questis
Showing 1 - 5 of 5 top financial advisors.
1
John M. Tabb
CRD#: 5491255
112 Bull Street, Unit A, Charleston, SC 29401
96
Wealthminder
score

John Tabb (CRD# 5491255) is an Investment Advisor Representative working at Questis in Charleston, SC and has over 8 years of experience in the finance industry. John Tabb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Matt D. Ritt
CRD#: 5979122
112 Bull Street, Unit A, Charleston, SC 29401
93
Wealthminder
score

Matt Ritt (CRD# 5979122) is an Investment Advisor Representative working at Questis in Charleston, SC and has over 4 years of experience in the finance industry. Matt Ritt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James L. Carlson
CRD#: 6239701
112 Bull Street, Unit A, Charleston, SC 29401
88
Wealthminder
score

James Carlson (CRD# 6239701) is an Investment Advisor Representative working at Questis in Charleston, SC and has over 2 years of experience in the finance industry.

4
Natalie J. Tucker
CRD#: 6336809
112 Bull Street, Unit A, Charleston, SC 29401
88
Wealthminder
score

Natalie Tucker (CRD# 6336809) is an Investment Advisor Representative working at Questis in Charleston, SC and has over 2 years of experience in the finance industry.

5
Stephen P. Wilbourne
CRD#: 2929460
112 Bull Street, Unit A, Charleston, SC 29401
81
Wealthminder
score

Stephen Wilbourne (CRD# 2929460) is an Investment Advisor Representative working at Questis in Charleston, SC and has over 19 years of experience in the finance industry.

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