Tiffany
Garza

Quest Capital Management, Inc

CRD#4809090
Investment Advisor
in Dallas, TX
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About this Advisor

Tiffany Garza is a certified financial planner operating out of Dallas, Texas, who has been in the industry for 10 years. Garza is on the advisory team at Quest Capital Management, Inc. Their career trajectory has included roles at Lpl Financial, Quest Capital Management and Raymond James Financial Services. Garza has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Quest Capital Management, Inc is a business based out of Dallas, Texas. It handles $1 billion in assets under management across its 1,767 accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 1,767 accounts, 15% are associated with high-net-worth clients who have more than $1 million in investable assets. Quest Capital Management, Inc provides 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 advisory services usually are based on the financial services provided. However, fees billed by Quest Capital Management, Inc likely consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

Tiffany Garza Work History

Tiffany has 10 years of experience.

2012 - Present (7 years)

Quest Capital Management

2012 - Present (7 years)

Raymond James Financial Services

2008 - 2012 (4 years)

Lpl Financial

Disclosures

Tiffany Garza has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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