Alison Mewborne is a CFP-designated registered investment advisor at Seven Hills Financial, LLC, based in Tallahassee, FL, with 19 years of industry experience. Alison 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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Since July 2023, Alison has been an online instructor for the CFP Retirement Planning curriculum at Florida State University. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Seven Hills Financial, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
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.