![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
Gestionnaire de Portefeuille-Actions chez
Moisand Fitzgerald Tamayo LLC
Profil
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.
Postes actifs de Tommy Lucas
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/06/2021 |
Formation de Tommy Lucas
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
18
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
