Cheryl Battung (CRD# 5513549) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Ridgecrest, CA and has over 15 years of experience in the finance industry.
CRD# 1642044
Edward Jones
CRD# 6783572
Edward Jones
CRD# 4318269
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elevated Capital Advisors, LLC | Draper, UT | Oct 2023 - Current | < 1 |
| Equity Smart Home Loans | Pasadena, CA | Sep 2023 - Current | < 1 |
| Bz Legacy Group LLC | Murrieta, CA | Mar 2022 - Current | 2 |
| Door Dash | Moreno Valley, CA | Apr 2021 - Current | 3 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Oct 2023 | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2019 - Oct 2023 | 4 |
| Primary Residential Mortgage Inc. | Murrieta, CA | Oct 2020 - Sep 2023 | 2 |
| Summit Financial Group Inc. | Boca Raton, FL | Sep 2018 - May 2021 | 2 |
| Summit Brokerage Services Inc. | Boca Raton, FL | Sep 2018 - Sep 2019 | 1 |
| Broker Dealer Financial Services Corp. | Escondido, CA | Oct 2009 - Sep 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- CA
- CO
- TX
-
Total Assets Under Management375MILLIONS
-
Total Number of Accounts2,382ACCOUNTS
-
Average Account Value$157,549
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, ID, IL, KS, LA, MA, ME, MO, MT, NE, NH, NJ, NV, OK, OR, PA, TX, UT, WA, WY
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