Teresa Flores
Investment adviser representative at Pinnacle Peak Private Client Group, LLC
10 yearsExperience
1 stateRegistered in
$481.1MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Ashton Thomas Private Wealth, LLCMar 2026 to now
- Pinnacle Peak Private Client Group, LLCJan 2016 to now
- Purshe Kaplan Sterling Investments, Inc.Sep 2021 to Dec 2023
- Bcg Securities, Inc.Jan 2017 to Sep 2021
- Purshe Kaplan Sterling Investments, Inc.Jan 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Pinnacle Peak Private Client Group, LLC
$481.1MAssets managed
708Clients
1Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2686520
- Firm CRD
- 282003