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Raquel Victoria Higgins

Investment adviser representative at Ameritas Advisory Services, LLC
10 yearsExperience
2 statesRegistered in
$13.7BFirm assets
28 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Ameritas Advisory Services, LLCAug 2023 to now
  2. Ameritas Investment Company, LLCAug 2023 to now
  3. Charles Schwab and Co., Inc.Dec 2022 to Jul 2023
  4. TD AmeritradeNov 2016 to Dec 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (FL, NE).

Ameritas Advisory Services, LLC

$13.7BAssets managed
29,718Clients
543Advisers
28 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
6730567
Firm CRD
317245
Advisor's SEC record (opens in a new tab)
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