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Amanda Michelle Rasberry

PINNACLE PORTFOLIO ADVISORS, LLC·BOISE, Idaho
Series 65Clean record7 years registeredPINNACLE PORTFOLIO ADVISORS, LLC
1525 S. DAVID LANE, BOISE, ID 83705CRD# 7009058Firm CRD# 287622

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amanda Michelle Rasberry · BOISE, ID
Registration
CRD #7009058 · PINNACLE PORTFOLIO ADVISORS, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

PINNACLE PORTFOLIO ADVISORS
May 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 23, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PINNACLE PORTFOLIO ADVISORS, LLC
CRD 287622 · SEC 801-114877
AUM
$151M
Regulatory assets under management
Employees
5
66 client accounts
Services offered by PINNACLE PORTFOLIO ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PINNACLE PORTFOLIO ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Amanda Michelle Rasberry offer?
Amanda Michelle Rasberry specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOISE, Idaho for a consultation.
What are Amanda Michelle Rasberry's credentials?
Amanda Michelle Rasberry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amanda Michelle Rasberry located?
Amanda Michelle Rasberry is based in BOISE, Idaho, working with PINNACLE PORTFOLIO ADVISORS, LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.
How does Amanda Michelle Rasberry charge for services?
Amanda Michelle Rasberry's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINNACLE PORTFOLIO ADVISORS, LLC?
PINNACLE PORTFOLIO ADVISORS, LLC has approximately 5 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Bert Wayne Ellis
BOISE, ID

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