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Quest
Capital Strategies Incorporated
a full service brokerage serving the needs of financial advisors in private practice.
Founded in 1983 with corporate headquarters in Laguna Hills, California their network of investment professionals spans 48
states. Each representative is an experienced
professional which has met specific business, ethical and industry standards.
As
an independent broker-dealer
they offer a conflict free environment allowing each representative to be flexible
and customer service driven. The mission, to develop strategies and uncover opportunities which meet client goals
and objectives. There are no proprietary products, production or sales considerations…. just unbiased service
on any investment or insurance concern.
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In keeping with their sense of independence
they have partnered
with Penson Financial Services, Inc. ... a member of the New York Stock Exchange and provider of exchange related services to more than 100 investment
firms. Penson Financial is the custodian of monies deposited into your brokerage
account and generates account related documents as required.
Mutual fund only clients have the option to
invest directly with the fund(s) selected... stock and bond investors
must establish a brokerage relationship.
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Member of Securities Investors
Protection Corporation
which protects
securities customers of members up to $500,000 (including 100,000 for claims of cash). Explanatory brochure available
upon request or at www.sipc.org
Additional
Protection (Excess SIPC)
is provided through the Customer Asset Protection
Company, a licensed New York insurer up to the net equity of customer accounts.
Account protection applies when
a member firm fails financially and is unable to meet obligations to its clients. It does not protect against losses resulting
from a fall in market value.
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securities offered through
Quest
Capital Strategies Incorporated
23832 Rockfield Boulevard,
Suite 130, Lake Forest, CA 92630
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