![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
Portefeuillebeheerder-Aandelen bij
Moisand Fitzgerald Tamayo LLC
Profiel
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.
Actieve functies van Tommy Lucas
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-06-2021 |
Opleiding van Tommy Lucas
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
18
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 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 |
