Michael Battey (CRD# 2952452) is an Investment Advisor Representative working at Emerald Bay Wealth Management LLC in Tahoe City, CA and has over 12 years of experience in the finance industry.
CRD# 4775495
Lpl Financial LLC
CRD# 2489311
Prosperity Wealth Management, Inc.
CRD# 4906843
Trident Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Emerald Bay Wealth Management LLC | Tahoe City, CA | Oct 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2012 |
- CA
-
Total Assets Under Management103MILLIONS
-
Total Number of Accounts147ACCOUNTS
-
Average Account Value$700,865
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA
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