Kenneth
Stephenson
Quest 10 Wealth Builders, Inc
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About this Advisor
Kenneth Stephenson is a chartered financial consultant operating out of Fuquay Varina, North Carolina who has 13 years of industry experience. Stephenson works at Quest 10 Wealth Builders, Inc. Throughout their career, Stephenson has worked at Complete Financial Solutions, Quest 10 Wealth Builders, Inc (Formerly Kds Investment Manageme, Q3 Asset Management Corp and Global Financial Private Capital. Stephenson has a Series 63 license, designating them as a securities representative, and can advise clients in North Carolina and Texas. Quest 10 Wealth Builders, Inc is a registered investment company headquartered in Fuquay Varina, NC. It controls $121 million in assets under management across its 752 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 752 accounts, just 14% are held by high-net-worth investors who have greater than $1 million in investable assets. Quest 10 Wealth Builders, Inc provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules usually are based on which service is provided. However, fee types billed by Quest 10 Wealth Builders, Inc may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Quest 10 Wealth Builders, Inc Brokerage Details
$120,789,337
6
752
$160,624
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Kenneth Stephenson Work History
Kenneth has been registered as a financial advisor for 13 years.*
Quest 10 Wealth Builders, Inc (Formerly Kds Investment Manageme
Complete Financial Solutions
Q3 Asset Management Corp
Global Financial Private Capital
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kenneth Stephenson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Quest 10 Wealth Builders, Inc
Fuquay Varina, NC
Fuquay Varina, NC
Fuquay Varina, NC
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