Patti Lerch, financial advisor Stafford VA
93 score

Patti Lerch

CRD Number: 6168502
Current Firm: Guidedquest, LLC

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.

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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
Contact Info for Patti L. Lerch
Phone Number: 540-659-0300
Registered State(s):
  • VA
Current Firm Details
Guidedquest, LLC
Firm's CRD Number: 281977
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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