Christopher
Young

Quest Capital Management, Inc

CRD#2799053
Investment Advisor
in Dallas, TX
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About this Advisor

Christopher Young is a certified financial planner whose office is in Dallas, Texas. Currently a registered advisor with Quest Capital Management, Inc, Young has an impressive 25 years of professional experience in the financial advisory industry. Young holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Young can work with investors in Florida, Louisiana and Texas. Throughout their career, they have worked at Quest Capital Management, Raymond James Financial Services, Inc and Independent Insurance Agent. Quest Capital Management, Inc is headquartered in Dallas, Texas. In aggregate, Quest Capital Management, Inc oversees $1 billion in assets dispersed across 1,767 accounts and retains 24 staff members. The amount of assets the firm manages makes it one of the larger investment advisory firms in the nation. The firm manages 1,529 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 15% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Quest Capital Management, Inc offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

8117 Preston Road, Suite 700
Dallas, TX 75225

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Quest Capital Management, Inc Brokerage Details

Total Assets Under Management

$952,826,744

TX Average: $3,042,739,679
Total Number of Employees

21

TX Average: 49
Total Number of Accounts

1,793

TX Average: 2,315
Average Account Size

$531,415

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Christopher Young Work History

Christopher has 25 years of experience.

1997 - Present (22 years)

Independent Insurance Agent

1995 - Present (24 years)

Quest Capital Management

1993 - Present (26 years)

Raymond James Financial Services, Inc

Disclosures

Christopher Young has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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