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).
Total Assets Under Management30MILLION
Total Number of Accounts224ACCOUNTS
Average Account Value$136,060
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Trent Meewes (CRD# 2459750) is an Investment Advisor Representative working at Tallahassee Financial Advisors, Inc. in Tallahassee, FL and has over 21 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.