floridaFIN |
||
Bea Lurk
Phone: 850-863-1082 Bea Lurk has been in the Financial Services since 1989. Working with Okaloosa and Santa Rosa School Employees as well as Board of County Commissioners, Sheriff Department and Fire and Rescue Employees, helping them protect their family and assets against death and disability and helping them build assets for future use, including retirement planning. Her approach is to visit with clients, gather information as to their goals and needs and make suitable recommendations so they can make informed decisions. Bea attends training sessions and keeps current with continuing educations for State of Florida and Securities Registrations. Earning many company awards qualifying for the Million Dollar Conference 15 years. Moved to Fort Walton Beach in 1973 with her family and immediately fell in love with the crystal blue waters and sunny skies of the beautiful Emerald Coast. Active in church, school, and community affairs including Little League, Scouts, and adopt a Class sponsor. Her husband of 32 years deceased in 1995. Spending her leisure time keeping up with 3 married children, their spouses, and 8 beautiful grandchildren in school functions, Little League, Scouts, and of course going to the beach. ![]()
|
||
|
5327 Commercial Way Suite D120 Phone: 888-661-5398 |

Securities and investment advisory services offered through SagePoint Financial, Inc., memberFINRA/SIPC, a registered investment advisor. floridaFIN, Inc. is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor. floridaFIN is a group of independent insurance, law and accounting professionals that are not affiliated with SagePoint Financial, Inc. The investment advisors affiliated with floridaFIN are registered to offer securities and investment advisory services through SagePoint Financial, Inc.