Loading listings...
Loading listings...
Is this your business?
Claim your free profile to update your info, respond to reviews, and start getting leads from clients searching for financial advisor professionals in Meridian.
We verify your phone before sharing it — no spam.
Richard Jeffrey Durham is a financial advisor professional located in Meridian, ID. They specialize in financial advisory. With over 3 years of experience, they bring deep expertise to every client.
Richard Jeffrey Durham - Doceo Wealth, Llc holds an active professional license (FINRA CRD) for your protection.
Looking for a financial advisor professional in Meridian, ID? Contact Richard Jeffrey Durham to discuss your needs and schedule a consultation. Compare ratings and reviews to find the right professional for you.
Ready to get started?
Compare professionals in your area to find the best fit.
Get a free, no-obligation quote. It takes less than a minute and Richard Jeffrey Durham - Doceo Wealth, Llc will respond directly.
Richard Jeffrey Durham operates Doceo Wealth, LLC, a financial advisory firm based in Meridian, Idaho. With three years in business, Durham provides financial planning and advisory services to clients in the region. The firm holds a FINRA CRD license, which governs securities-related advisory activities. Prospective clients can verify licensing and regulatory standing through FINRA's public records using the CRD number 6145836.
A FINRA CRD (Central Registration Depository) license indicates that Richard Jeffrey Durham is registered with the Financial Industry Regulatory Authority, the primary self-regulatory organization for securities firms and brokers in the United States. This registration means Durham is subject to FINRA's rules, compliance standards, and ongoing supervision. It signals that the advisor has met baseline qualification requirements and is authorized to engage in securities advisory activities. Clients can look up the advisor's disciplinary history and registration details using the CRD number through FINRA's BrokerCheck tool.