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

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge | Successor
Location
St Petersburg, FL, US
Fee 0% Commission 100%
$135,000
Gross Revenue
550
# of Accounts
49
Avg Client Age
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.

Extended Profile Information

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