Lucas Durham
Associate Financial Advisor @Root Financial
Palm Bay-Melbourne-Titusville, US
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WORK HISTORY
Jul 2024 — Present
Associate Financial Advisor @Root Financial
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Assist Lead Financial Advisor in delivering financial planning solutionsDraft financial plans, investment analyses, cash flow projectionsDeliver financial planning solutions to clientsMedia production associate
EDUCATION
N/A
University of Central Florida
Bachelor of Science Business Administration B.S.B.A, Finance, General
ABOUT LUCAS DURHAM
Financial advisor at Root Financial partners, helping clients make the most out of life…
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