Andrew Charles Lerda-plog
Investment adviser representative at Pinnacle Advisors
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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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
15 years in the industry.
- Pinnacle AdvisorsMay 2024 to now
- LPL Financial LLCAug 2021 to Mar 2024
- Zion BankAug 2021 to Mar 2024
- LPL Financial LLCJul 2017 to Jul 2021
- UnemployedApr 2017 to Jul 2017
- Bases LoadedDec 2011 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
Pinnacle Advisors
Legal name: Pinnacle Wealth Planning Services, Inc.
$2.1BAssets managed
1,088Clients
20Advisers
30 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
- 5998143
- Firm CRD
- 106817