Teresa Flores is a registered investment advisor at Pinnacle Peak Private Client Group, LLC, based in Scottsdale, AZ, with 24 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 708 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinnacle Peak Private Client Group offers investment management through a bundled fee program. See the separate bundled fee program brochure for details.
Location
18867 N. Thompson Peak Parkway, Ste #225, Scottsdale, AZ, 85255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Teresa is a Registered Representative, Operations Manager, and Partner at Pinnacle Peak Private Client Group since 2016, dedicating full-time hours to the role. She also works at Amazon as an Amazon Locker/CSA, spending about half her time receiving, picking, stowing customer orders, processing returns, and preparing for delivery.
Employment History
Current Registrations
Ashton Thomas Private Wealth
Pinnacle Peak Private Client Group, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Bcg Securities, INC.
Bcg Securities, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
H&r Block Financial Advisors, INC.Broker
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
Morgan Stanley Dw INC.Broker
U.S. Bancorp Investments, INC.Broker
State Registrations1 state
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