Quest Capital Management, Inc
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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
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
Mary Durie Work History
Mary has 26 years of experience.
Quest Capital Management Inc
Raymond James Financial Services, Inc
Mary Durie has no disclosures.
Please visit their SEC profile for more details.