![Tommy Lucas](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Tommy Lucas
Gestore di Portafoglio-Azioni presso
Moisand Fitzgerald Tamayo LLC
Profilo
Mr. Tommy Lucas is a Financial Advisor at Moisand Fitzgerald Tamayo LLC.
He has been with the firm since 2015.
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 MFT seeks to manage risk in a manner that is appropriate for each client’s situation and educate clients about the trade-offs between seeking to reduce risk and maximize returns. | Gestore di Portafoglio-Azioni | 01/06/2021 |
Formazione di Tommy Lucas
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
18
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
University of Central Florida
 University of Central Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Moisand Fitzgerald Tamayo LLC
Moisand Fitzgerald Tamayo LLC Investment ManagersFinance MFT seeks to manage risk in a manner that is appropriate for each client’s situation and educate clients about the trade-offs between seeking to reduce risk and maximize returns. | Finance |
