Travis Heath, financial advisor Dodge City KS

Travis Heath

CRD Number: 4208213
Current Firm: Raymond James Financial Services Advisors, Inc.

Travis Heath (CRD# 4208213) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dodge City, KS and has over 21 years of experience in the finance industry.

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Raymond James Financial Services Advisors, Inc.
Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Dodge City, KS Jan 2009 - Current 15
Raymond James Financial Services Dodge City, KS Jun 2006 - Current 17
Dodge City Financial LLC Dodge City, KS Jun 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Travis D. Heath
Phone Number: 727-567-3020
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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