Valerie Marie Seymour
Investment adviser representative at Quest 10 Wealth Builders, Inc.
5 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$237.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
5 years in the industry.
- Quest 10 Wealth Builders, Inc.May 2012 to now
- Complete Financial Solutions, Inc.May 2012 to now
- Global Financial Private Capital, LLCJul 2015 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NC).
Quest 10 Wealth Builders, Inc.
$237.7MAssets managed
503Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4259311
- Firm CRD
- 154092