St Petersburg, FL 66th St North Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

2

Of 3,977 advisors across 1,249 offices

Location

5825 66th St North, Suite 214

St Petersburg FL 33709

Advisors at this office

2

Advisors at this office

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Leonard K

Series 63, Series 65

St Petersburg, FL

Primerica Advisors

Leonard Kucinski is a financial advisor with Primerica Advisors in Seminole, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Primerica Advisors since 1991 and with Primerica Financial Services since 1990. Outside of advisory services, he is involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure with an operational model focused on curated investment solutions rather than institutional plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Deborah S

Series 65, Series 63

St Petersburg, FL

Primerica Advisors

Deborah Stephens is a financial advisor with Primerica Advisors in St. Petersburg, FL, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked at PFS Investments Inc. since 2018 and Primerica Financial Services since 2016. Stephens also has a background in education, having worked at Gwinnett Technical College and Gwinnett Public Schools. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and manages approximately $15.5 billion in assets, delivering advisory services through model recommendations supported by third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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