Trent Meewes
Trent Meewes is a CFP-designated registered investment advisor at Seven Hills Financial, LLC, based in Tallahassee, FL, with 32 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 276 clients with $150M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
410 East 6th Avenue, Tallahassee, FL, 32303
Get directionsHistory
Regulatory History (2)
Regulatory
July 2015Customer Dispute
July 2003Other Business ActivitiesSells Insurance
Trent sells insurance and fixed annuities as an agent, dedicating about 10-20% of his time to this activity. He is also a Registered Representative with Triad Advisors, Inc., and President of Tallahassee Financial Advisors, spending about half his time managing portfolios of no-load mutual funds.
Employment History
Current Registrations
Seven Hills Financial, LLC
Arkadios CapitalBroker
Tallahassee Financial Advisors, INC.
Previous Registrations
Triad Advisors LLCBroker
Nationwide Investment Services CorporationBroker
Fsc Securities CorporationBroker
State Registrations11 states
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.