Patti L Lerch

Employer firm

Guidedquest, LLC CRD 281977

247 advisory clients

Reported services (Item 5G)

• Financial planning
• 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

• 06/2013 → Present
  Harquist & Noblet
  Stafford, VA
• 06/2016 → Present
  Guidedquest, Llc
  Stafford, VA

Previous Registrations

• 2015-11-17 → 2016-06-03
  Virtue Capital Management, Llc
  Stafford, VA
  Brentwood, TN
• 2013-11-13 → 2015-11-16
  Brookstone Capital Management Llc
  Stafford, VA
  Wheaton, IL
• 2013-02-28 → 2013-12-03
  Prosperity Capital Advisors
  Stafford, VA
  Westlake, OH

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-12-28

Other Names

• Patti Lerch
• Patti Lerch