Kalita
Blessing

Quest Capital Management, Inc

CRD#2355634
Investment Advisor
in Dallas, TX
Are you Kalita Blessing? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kalita Blessing is a certified financial planner operating in Dallas, Texas, with a total of 25 years of experience as a financial advisor. Blessing works at Quest Capital Management, Inc. During their career, Blessing has held roles at Group 1 Insurance, Raymond James Financial Services, Inc, Quest Capital Management and Quest Capital Management Inc. Blessing maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Arkansas, Texas, Florida and Louisiana. Quest Capital Management, Inc is a registered investment firm operating out of Dallas, Texas. It has $1 billion in assets between its 1,767 client accounts, making it one of the larger firms in the nation by assets under management. Of its 1,767 accounts, 15% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management typically vary depending on which services are offered. However, fee types charged by Quest Capital Management, Inc likely include some combination of 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, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

8117 Preston Road, Suite 700
Dallas, TX 75225

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Quest Capital Management, Inc Brokerage Details

Total Assets Under Management

$1,037,421,592

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

24

TX Average: 49
Total Number of Accounts

1,767

TX Average: 2,315
Average Account Size

$587,109

TX Average: $1,314,358

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Kalita Blessing Work History

Kalita has 25 years of experience.

2005 - 2011 (6 years)

Group 1 Insurance

2005 - Present (14 years)

Quest Capital Management Inc

1993 - Present (26 years)

Raymond James Financial Services, Inc

1993 - Present (26 years)

Quest Capital Management

Disclosures

Kalita Blessing has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started