Richard Jeffrey Durham
Investment adviser representative at Doceo Wealth, LLC
13 yearsExperience
4 statesRegistered in
$274MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Doceo Wealth, LLCOct 2020 to now
- Doceo Capital, LLCOct 2018 to now
- Doceo Life, LLCOct 2016 to now
- Legacy Wealth Management, LLCNov 2016 to Oct 2020
- Northwestern Mutual Investment Services LLCJun 2013 to Nov 2016
- Northwestern Mutual Life Insurance CompanyJan 2013 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 4 states (CA, ID, TX, WA).
Doceo Wealth, LLC
$274MAssets managed
301Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6145836
- Firm CRD
- 310415