President · Quest 10 Wealth Builders, Inc.
Kenneth D. Stephenson
CRD 4922591 · Named on Form ADV at one SEC-registered adviser
At a glance
Quest 10 Wealth Builders, Inc., an SEC-registered wealth manager based in Fuquay-Varina, NC with $238 million in regulatory assets, lists Kenneth D. Stephenson on its Form ADV as President, a control person.
Firms and roles
- Quest 10 Wealth Builders, Inc.PresidentWealth manager · Fuquay-Varina, NC · $238M in regulatory assets
AtlasMembers
Kenneth’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Sandra V. StephensonSecretary, Quest 10 Wealth Builders, Inc.
- Bryan W. GortChief Compliance Officer, Quest 10 Wealth Builders, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kenneth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.