Patti Lerch (CRD# 6168502) is an Investment Advisor Representative working at Guidedquest, LLC in Stafford, VA and has over 5 years of experience in the finance industry.
CRD# 5457713
Wealthcrest Financial Services, LLC
Score
103
CRD# 5360629
Wealthcrest Financial Services, LLC
Score
100
CRD# 4730868
Navy Federal Brokerage Services LLC
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guidedquest, LLC | Stafford, VA | Jun 2016 - Current | 1 |
| Harquist & Noblet | Stafford, VA | Jun 2013 - Current | 4 |
| Virtue Capital Management, LLC | Nashville, TN | Nov 2015 - Jun 2016 | < 1 |
| Brookstone Capital Management LLC | Wheaton, IL | Nov 2013 - Nov 2015 | 2 |
| C2p Capital Advisory Group D.b.a. Prosperity Capital Advisors | Westlake, OH | Feb 2013 - Dec 2013 | < 1 |
| Stafford County Public Schools | Falmouth, VA | Aug 2011 - Jun 2013 | 1 |
| Not Employed | Falmouth, VA | Jun 2011 - Aug 2011 | < 1 |
| Stafford County Public Schools | Falmouth, VA | Aug 2010 - Jun 2011 | < 1 |
| Verizon | Fredericksburg, VA | Mar 1990 - Aug 2010 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
- VA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
VA
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