Tommy Lucas

Gestore di Portafoglio-Azioni presso Moisand Fitzgerald Tamayo LLC

Finance

Consumer Services

Profilo

Mr. Tommy Lucas is a Financial Advisor at Moisand Fitzgerald Tamayo LLC.
He assists the Financial Planning Department with developing client financial plans and tax projections.
He completes client tax returns and is also in charge of setting up client portals, creating client reports, and maintaining client management software.
He received his undergraduate degree from the University of Central Florida.

Posizioni attive di Tommy Lucas

Società	Posizione	Inizio
Moisand Fitzgerald Tamayo LLC Moisand Fitzgerald Tamayo LLC Investment ManagersFinance Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US.	Gestore di Portafoglio-Azioni	01/01/2023

Tutte le posizioni attive di Tommy Lucas

Formazione di Tommy Lucas

University of Central Florida

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Tommy Lucas

Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	1
Moisand Fitzgerald Tamayo LLC Moisand Fitzgerald Tamayo LLC Investment ManagersFinance Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US.	Finance