Tallahassee Financial Advisors, Inc.

Tallahassee Financial Advisors, Inc. (CRD# 169204) is a financial advisory firm headquartered in Tallahassee, FL. They manage $30,477,374 in 224 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $136,060
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Tallahassee Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Trent E. Meewes
CRD#: 2459750
3015 Shannon Lakes North, #304, Tallahassee, FL 32309
66
Wealthminder
score

Trent Meewes (CRD# 2459750) is an Investment Advisor Representative working at Tallahassee Financial Advisors, Inc. in Tallahassee, FL and has over 20 years of experience in the finance industry. Trent Meewes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.