Travis Higgins, financial advisor Meridian ID

Travis Higgins

CRD Number: 4460566
Current Firm: Doceo Wealth, LLC

Travis Higgins (CRD# 4460566) is an Investment Advisor Representative working at Doceo Wealth, LLC in Meridian, ID and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Doceo Wealth, LLC Meridian, ID Oct 2020 - Current 3
Doceo Capital, LLC Meridian, ID Oct 2018 - Current 5
Legacy Wealth Management, LLC Boise, ID Sep 2016 - Oct 2020 4
Altruist Advisors Group Meridian, ID Oct 2018 - Sep 2020 1
Estas Holdings LLC Nampa, ID Jun 2013 - Sep 2016 3
Uci Wealth Advisors, LLC Meridian, ID Jul 2010 - Sep 2016 6
Fundingdatabase.com LLC Nampa, ID Jun 2013 - Oct 2015 2
Simplified Loan Servicing, LLC Nampa, ID Jun 2013 - Oct 2015 2
Universal Management, LLC Nampa, ID Jun 2013 - Oct 2015 2
Cache Private Capital Management, LLC Sandy, UT May 2013 - Sep 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S65 NASAA Investment Advisors Law Examination Sep 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Travis L. Higgins
Phone Number: 208-350-7274
Registered State(s):
  • AZ
  • AR
  • CA
  • ID
By the Numbers
  • Total Assets Under Management
    204
    MILLIONS
  • Total Number of Accounts
    591
    ACCOUNTS
  • Average Account Value
    $344,363
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

AR, AZ, CA, CO, ID, KY, TX, UT, WA

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