Robert
Cox

Quest Capital Management, Inc

CRD#2529746
Investment Advisor
in Dallas, TX
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About this Advisor

Robert Cox is a certified financial planner in Dallas, Texas. Currently a registered financial advisor at Quest Capital Management, Inc, they have accumulated 14 years of professional experience. Cox maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Cox is able to serve customers in California, Florida, Texas and Oklahoma. During their career, the advisor has held roles at Raymond James Financial Services, Inc, Quest Capital Management Inc and Insurance - Non Variable. Quest Capital Management, Inc is based out of Dallas, Texas. As a company, Quest Capital Management, Inc oversees $1 billion in assets across 1,767 client accounts and employs 24 staff members. The amount of assets the firm manages makes it one of the bigger financial advisory firms in the nation. The firm manages 1,529 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 15% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Quest Capital Management, Inc offers 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

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

Robert Cox Work History

Robert has 14 years of experience.

2006 - Present (13 years)

Insurance - Non Variable

2005 - Present (14 years)

Quest Capital Management Inc

2004 - Present (15 years)

Raymond James Financial Services, Inc

Disclosures

Robert Cox has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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