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Amanda Michelle Rasberry

Investment adviser representative at Pinnacle Portfolio Advisors
14 yearsExperience
3 statesRegistered in
$171.9MFirm assets
7 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

14 years in the industry.

  1. Pinnacle PortfolioAug 2018 to now
  2. Pinnacle Portfolio Advisors, LLCApr 2017 to now
  3. IntegraflexJul 2012 to Apr 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 3 states (CA, ID, WA).

Pinnacle Portfolio Advisors

Legal name: Pinnacle Portfolio Advisors, LLC

$171.9MAssets managed
42Clients
3Advisers
7 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
7009058
Firm CRD
287622
Advisor's SEC record (opens in a new tab)
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