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Financial ADVSR advisor directory · SEC adviser records

Seven Hills Financial, LLC financial advisors in Tallahassee, FL

Every SEC-registered investment adviser representative at a Seven Hills Financial, LLC office in Tallahassee, A to Z.

The short answer

5 registered advisors work at Seven Hills Financial, LLC in Tallahassee, out of 5 at the firm nationwide; it ranks number 14 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Seven Hills Financial, LLC advisors in Tallahassee, A to Z

Every Seven Hills Financial, LLC advisor →

Seven Hills Financial, LLC advisors in every city and state →Seven Hills Financial, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Tallahassee

All Tallahassee advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 29LPL Financial LLC 24Capital Analysts 15Park Avenue Securities LLC 10Lincoln Investment 9Edward Jones 8MML Investors Services, LLC 8Raymond James & Associates, Inc. 7Northwestern Mutual Investment Services, LLC 6Calton & Associates, Inc. 5Independent Advisor Alliance, LLC 5LPL Enterprise, LLC 5

Questions

How many financial advisors does Seven Hills Financial, LLC have in Tallahassee?

5 investment adviser representatives are registered at Seven Hills Financial, LLC offices in Tallahassee, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Seven Hills Financial, LLC one of the largest advisor employers in Tallahassee?

Seven Hills Financial, LLC ranks number 14 in Tallahassee by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 29.

How do I check a Seven Hills Financial, LLC advisor in Tallahassee?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Seven Hills Financial, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.