Tracey Higginbotham (CRD# 2209217) is an Investment Advisor Representative working at Latitude Advisors, LLC in Cocoa, FL and has over 20 years of experience in the finance industry.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 2643102
Kestra Advisory Services, LLC
CRD# 3153161
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwn Securities Inc. | Palm Beach Gardens, FL | Dec 2009 - Current | 14 |
| Latitude Advisors, LLC | Vero Beach, FL | Dec 2009 - Current | 14 |
| Higginbotham Companies, Inc. | Cocoa, FL | Oct 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2003 |
- FL
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Total Assets Under Management340MILLIONS
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Total Number of Accounts1,710ACCOUNTS
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Average Account Value$199,060
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WV
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