Best Investors Account Sign in
Inactive

Thomas Lamar Lucas

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

CRD 7378313

Claim This Profile
Employer firm

Moisand Fitzgerald Tamayo, LLC CRD 109419

$1.35B regulatory AUM 125 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Moisand Fitzgerald Tamayo, Llc

300 South Orange Avenue Suite 1170, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-05-25
  • FL RA
    APPROVED
    Since 2021-05-25

Branch Locations

300 South Orange Avenue Suite 1170, Orlando, FL 32801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moisand Fitzgerald Tamayo, Llc Orlando FL 07/2015 Present
Designations
  • Certified Financial Planner
Other Names
  • Tommy Lucas
  • Thomas Lucas

View on SEC IAPD

Nearby Firms

SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.

Nearby Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit

Nearby Offices

SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

More in Orlando, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor