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Travis Heath

23 Years of Experience
Dodge City, KS
Broker

Travis Heath is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dodge City, KS, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

100 Military Plaza, Suite 120, Dodge City, KS, 67801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Travis is a partner in Dodge City Financial LLC since 2006. He dedicates a few hours per week to this support company.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
June 2006 - Present · 20 yrs 1 mo
Previous Registrations
Raymond James Financial Services
May 2007 - January 2009 · 1 yr 8 mos
Edward JonesBroker
September 2002 - June 2006 · 3 yrs 9 mos
State Registrations35 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Travis Heath - Financial Advisor | TrueAdvisor