| Advisor Profile |
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Business Description |
| Our mission is to deliver the highest level of service, products and technology to our Financial Advisors and clients. We believe that what truly differentiates Quest Capitol from other financial services firms is our focus on building long-term, caring relationships. Quest Capitol values individual differences, honesty, building trusting relationships, fairness, responsible behavior, and high standards of business ethics. |
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General Information |
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| Insurance License#: |
A148775
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| Name of Broker/Dealer: |
Quest Capitol
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| States Willing to do Business in: |
Fla
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| Years of Experience in Financial Services: |
4
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| Number of Years with Current Firm: |
1
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| I work with the following types of clients: |
Businesses, Individual Investors
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Services |
| Investment Types: |
Annuities, Insurance, Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Bonds
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Qualifications & Memberships |
| Securities Licenses: |
Series 7, Series 6
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| Insurance and Annuity Licenses: |
Long Term Care, Variable Life, Disability, Annuity, Health, Variable Annuity, Life
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Registered Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a commission only financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
$25,000
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| Compensation Methods: |
Commissions
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| Prepared By: |
Paul B Lamer |
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