$15MM AUM | $135,000 GDC in St Petersburg, FL
Member is Interested In:
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.