AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
CW

Christopher G. Wilcox

Some features on this profile are disabled
CRD#: 2497501
CW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christopher George Wilcox was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 1994. Christopher had worked at 10 firms and has passed the Series 65, Series 63, Series 62 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 10, 2006 - November 8, 2013

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

January 21, 2003 - December 31, 2003

EASTERN POINT ADVISORS INC.

RIA
CRD#: 107123
OSHKOSH, WI
Past

January 9, 2003 - December 31, 2003

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

August 7, 2002 - December 16, 2002

FIRST MIDWEST SECURITIES, INC.

BD
CRD#: 21786
BLOOMINGTON, IL
Past

November 26, 1996 - August 1, 2002

PACKERLAND BROKERAGE SERVICES, INC.

BD
CRD#: 37031
GREEN BAY, WI
Past

October 9, 1995 - May 24, 1996

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

March 15, 1995 - September 20, 1995

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

January 11, 1995 - March 8, 1995

CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC.

BD
CRD#: 24220
GREENWOOD VILLAGE, CO
Past

August 11, 1994 - November 9, 1994

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

August 11, 1994 - November 9, 1994

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/30/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 62
Date: 11/10/1997
Corporate Securities Limited Representative Examination
General Industry/Product Exam

Current Firm


QC
QUEST CAPITAL STRATEGIES, INC.
QUEST CAPITAL | QUEST CAPITAL STRATEGIES, INC. | QUEST CAPITAL INVESTMENTS, INC.

CRD#: 16783 / SEC#: 801-77927, 8-34532

BD
Terminated by SEC on 02/22/2020
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Laguna Hills, CA
Mailing Address
Phone number
Established
California since 03/18/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
TSAI, CAROLYNECEO, CCO, OFFICE MANAGER2272768
TSAI, CAROLYNECFO, FIN OP2272768

Disclosures


Regulatory Event5
Arbitration6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

TRUST BUT VERIFY

Monitor Christopher Wilcox

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics