Lucas Coffey's Location
College Station, TX, US
Lucas Coffey's Education
- Texas A&M University
Certified Financial Planner Program
2020 - 2021 - Texas A&M University
Bachelor of Science (B.S.) (Biology and Business Administration/Management)
2009 - 2013
Lucas Coffey's Skills
- Retirement Planning
- Estate Considerations
- Retirement Account Consolidation
- Roth IRA
- Traditional IRA
- Annuities
- SEP IRA
- Simple IRA
- 529 Plans
- Retirement
Lucas Coffey's Summary
Lucas Coffey, based in College Station, TX, US, is currently a Financial Advisor at Edward Jones. Lucas Coffey holds a 2020 - 2021 Certified Financial Planner Program @ Texas A&M University. With a robust skill set that includes Retirement Planning, Estate Considerations, Retirement Account Consolidation, Roth IRA, Traditional IRA and more, Lucas Coffey contributes valuable insights to the industry. Lucas Coffey has 1 email and 1 mobile phone number on RocketReach.
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