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Financial Advisor   

$15MM AUM | $135,000 GDC in St Petersburg, FL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

80% Comm
20% Fee

General

Location
St Petersburg, FL, US
12 Month Gross Revenue
$135,000
Number of Accounts
550
Avg Client Age
49

Overview

I started working in Florida in the 403b market in 2007 and have been transitioning from commission based to fee based. I also do a lot of insurance business and also own a tax practice. I started my career in 1996 and am looking to expand my business by partnering with someone who is ready to transition out of the business.

 
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