Dennis
Moore

Quest Capital Management, Inc

CRD#4845675
Investment Advisor
in Dallas, TX
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About this Advisor

Dennis Moore is a certified financial planner operating out of Dallas, Texas, who has been in the industry for 14 years. Moore works at Quest Capital Management, Inc. During their career, Moore has held roles at Raymond James Financial Services, Inc, Quest Capital Management, Inc and Texas Tech University. Moore holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Quest Capital Management, Inc is a business based in Dallas, Texas. It controls $1 billion in assets among its 1,767 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 1,767 client accounts, 15% are held by high-net-worth clients who have more than $1 million in assets available to invest. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors depend on the type of services provided. Fee types charged by Quest Capital Management, Inc can consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 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

Dennis Moore Work History

Dennis has 14 years of experience.

2004 - Present (15 years)

Raymond James Financial Services, Inc

2004 - Present (15 years)

Quest Capital Management, Inc

2016 - 2017 (1 year)

Texas Tech University

Disclosures

Dennis Moore has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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