Quest Capital Management, Inc
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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
Years of Experience
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Quest Capital Management, Inc Brokerage Details
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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.
Independent Insurance Agent
Quest Capital Management
Raymond James Financial Services, Inc
Christopher Young has no disclosures.
Please visit their SEC profile for more details.