Cheryl Battung, financial advisor Ridgecrest CA

Cheryl Battung

CRD Number: 5513549
Current Firm: Elevated Capital Advisors, LLC

Cheryl Battung (CRD# 5513549) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Ridgecrest, CA and has over 16 years of experience in the finance industry.

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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
Contact Info for Cheryl L. Battung
Phone Number: 385-237-3338
Registered State(s):
  • CA
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    375
    MILLIONS
  • Total Number of Accounts
    2,382
    ACCOUNTS
  • Average Account Value
    $157,549
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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