Donald Butcher is a CFP-designated registered investment advisor at Seven Hills Financial, LLC, based in Tallahassee, FL, with 18 years of industry experience. Donald 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
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Regulatory History
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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Donald is self-employed as a Financial Neutral with Capital Collaborative Group, assisting in marital distribution decisions related to divorce. He dedicates minimal time to this business, offering services outside of business trading hours.
Employment History
Current Registrations
Seven Hills Financial, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations1 state
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.