$15MM AUM | $80,000 GDC in Lakewood Ranch, FL
Member is Interested In:
I own a small business currently located in Lakewood Ranch, FL
I am seeking an opportunity to merge and/or stay on with a bigger practice. I have over 30 years experience in the industry. I maintain Series #7,24,52,63 and 65 licenses. I am a CFP and a CDFA.