Christopher Douglas Battreall
Investment adviser representative at Precision Wealth Strategies, LLC
21 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$711MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Precision Wealth Strategies, LLCMay 2025 to now
- United Capital Financial Advisors, LLCNov 2023 to May 2025
- Goldman Sachs & CoJun 2019 to Nov 2023
- Cetera Advisor Networks LLCNov 2017 to Jun 2019
- United Capital Financial Advisers, Inc.Jan 2006 to Jun 2019
- Girard Securities, Inc.Nov 2005 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 4 states (CA, MO, SC, TX).
Precision Wealth Strategies, LLC
$711MAssets managed
472Clients
8Advisers
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
- 4089104
- Firm CRD
- 299827