Alison Horton Mewborne
Investment adviser representative at Seven Hills Financial, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$280.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Seven Hills Financial, LLCJul 2023 to now
- RetiredDec 2022 to Jul 2023
- LPL Financial, LLCFeb 2018 to Dec 2022
- Invest Financial CorpNov 2005 to Feb 2018
- Capital City Banc InvestmentsOct 2005 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
Seven Hills Financial, LLC
$280.9MAssets managed
382Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5060027
- Firm CRD
- 143190