Andrew Charles Lerda-Plog

Employer firm

Pinnacle Advisors CRD 106817

$2.14B regulatory AUM 40 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 03/2017
  Bases Loaded
  Rancho Cordova, CA
• 04/2017 → 07/2017
  Unemployed
  Rancho Murieta, CA
• 07/2017 → 07/2021
  Lpl Financial Llc
  Boulder, CO
• 08/2021 → 03/2024
  Zion Bank
  Houston, TX
• 08/2021 → 03/2024
  Lpl Financial Llc
  Houston, TX
• 05/2024 → Present
  Pinnacle Advisors
  Bradenton, FL

Previous Registrations

• 2021-09-09 → 2024-03-25
  Lpl Financial Llc
  Houston, TX
• 2017-10-23 → 2021-08-04
  Lpl Financial Llc
  Folsom, CA
  Boulder, CO

Exams

• S66 Uniform Combined State Law Examination
  2017-10-20

Designations

• Certified Financial Planner

Other Names

• Andrew Lerda-Plog