CRD: 154092
Quest 10 Wealth Builders, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-02-2010
- Office Locations
- 1
Office Locations
About Quest 10 Wealth Builders, Inc.
QUEST 10 Wealth Builders (Complete Financial Solutions) is a Fuquay-Varina, NC advisory firm focused on retirement planning and ongoing strategy sessions, using its Discover–Analyze–Implement–Evolve “Simple ONE Blueprint” process. Offers financial and investment planning, including tax and estate/legacy planning and insurance/annuity guidance, with portfolios built largely using mutual funds and ETFs. Custody commonly at Schwab and Fidelity.
Team overview
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Client Personas
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Investment Themes
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Platform
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Owner & Executives
KENNETH DARRELL STEPHENSON
Owner, President
- CRD
- #4922591
- Ownership
- 50% but less than 75%
SANDRA V. STEPHENSON
Director, Secretary
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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ANDREW DIXON DAVENPORT
Financial Advisor
- CRD
- #6846881
VALERIE MARIE SEYMOUR
Financial Advisor
- CRD
- #4259311
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $237,739,145 | $218,913 |
| Non-Discretionary | $0 | -- |
| Total | $237,739,145 | $218,913 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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