Patti L. Lerch

GUIDEDQUEST

Stafford, VA

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CRD#: 6168502

Professional summary

Patti L Lerch, who also goes by Patti Lerch, is a registered financial advisor currently at GUIDEDQUEST, LLC located in Stafford, Virginia.

Patti is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Patti has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patti Lerch

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.

INSURANCE ACTIVITY, EQUITY INDEXED ANNUITY, FIXED INSURANCE PRODUCT AND LONG TERM CARE MARKET TRUST FOR THE ESTATE PLAN. I SET UP ESTATES FOR INDIVIDUALS 50 AND UP IN ORDER TO PROTECT ASSETS, PRODUCE RETIREMENT INCOME AND PROTECT FAMILIES FROM LOSS OF INCOME/ASSETS FROM DEATH. NON-INVESTMENT RELATED POSITION WITH THE STAFFORD COUNTY (VA) PUBLIC SCHOOLS SYSTEM. I WORK AS A PARAPROFESSIONAL, WHERE I ASSIST CHILDREN IN GRADES(K-5) THAT HAVE SPECIAL NEEDS. MY HOURS VARY FROM WEEK TO WEEK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patti L Lerch's CRS (Customer Relationship Summary).

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

Current

June 24, 2016 - Present

GUIDEDQUEST, LLC

RIA

CRD#: 281977

Stafford, VA

Past

November 17, 2015 - June 3, 2016

VIRTUE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 167816

Stafford, VA

Past

November 13, 2013 - November 16, 2015

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

STAFFORD, VA

Past

February 28, 2013 - December 3, 2013

PROSPERITY CAPITAL ADVISORS

RIA

CRD#: 156480

STAFFORD, VA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/20/2018)

IAR

South Carolina
(8/7/2022)

IAR

Texas
(2/11/2020)

IAR

Virginia
(6/24/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/28/2012

Uniform Investment Adviser Law Examination

Current Firm

GUIDEDQUEST, LLC

GUIDEDQUEST, LLC | HOLISTIC ADVISORY SERVICES, LLC

CRD#: 281977 / SEC#:

Florida

Registered Investment Advisory firm - (7/17/2018 Approved)

South Carolina

Registered Investment Advisory firm - (8/7/2022 Approved)

Texas

Registered Investment Advisory firm - (2/11/2020 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (6/3/2016 Approved)

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Contact information

Main Address

Stafford, VA

Mailing Address

Phone number

(540) 659-0300

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Patti L. Lerch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patti L Lerch's CRS (Customer Relationship Summary).

Certified licenses

Experience

GUIDEDQUEST, LLC

VIRTUE CAPITAL MANAGEMENT, LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

PROSPERITY CAPITAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/28/2012

Current Firm

GUIDEDQUEST, LLC

Contact information

Documents

Red Flags

Company Information

GUIDEDQUEST, LLC

TRUST BUT VERIFY

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