Mary
Durie

Quest Capital Management, Inc

CRD#2020763
Investment Advisor
in Dallas, TX
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About this Advisor

Mary Durie is a certified financial planner who is based out of Dallas, Texas. Currently an investment advisor at Quest Capital Management, Inc, Durie has a notable 26 years of professional experience as a financial advisor. Durie holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Durie can serve customers in Florida and Texas. Their career trajectory has included roles at Non-Variable Insurance, Quest Capital Management Inc and Raymond James Financial Services, Inc. Quest Capital Management, Inc is headquartered in Dallas, Texas. In aggregate, Quest Capital Management, Inc manages $1 billion in assets throughout 1,767 accounts and retains 24 staff members. The level of assets currently under the firm's management places it among the bigger investment advisory firms in the country. The firm manages 1,529 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Quest Capital Management, Inc can provide financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

26 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

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

$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

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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

Mary Durie Work History

Mary has 26 years of experience.

2006 - Present (13 years)

Non-Variable Insurance

2006 - Present (13 years)

Quest Capital Management Inc

1992 - Present (27 years)

Raymond James Financial Services, Inc

Disclosures

Mary Durie has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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