Amanda Rasberry, financial advisor Boise ID

Amanda Rasberry

CRD Number: 7009058
Current Firm: Pinnacle Portfolio Advisors

Amanda Rasberry (CRD# 7009058) is an Investment Advisor Representative working at Pinnacle Portfolio Advisors in Boise, ID and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pinnacle Portfolio Boise, ID Aug 2018 - Current 5
Pinnacle Portfolio Advisors, LLC Boise, ID Apr 2017 - Current 7
Integraflex Boise, ID Jul 2012 - Apr 2017 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Amanda M. Rasberry
Phone Number: 208-813-3181
Registered State(s):
  • CA
  • ID
  • WA
By the Numbers
  • Total Assets Under Management
    151
    MILLIONS
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $2,293,347
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, ID, WA

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