Quest Capital Management, Inc
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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
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
Kalita Blessing Work History
Kalita has 25 years of experience.
Group 1 Insurance
Quest Capital Management Inc
Raymond James Financial Services, Inc
Quest Capital Management
Kalita Blessing has disclosures.
Please visit their SEC profile for more details.