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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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