David A Morris Lutcf, Transamerica Financial Advisors Inc

David A Morris Lutcf

Registered Representative

Transamerica Financial Advisors Inc

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Last interaction was ** days ago.

***** and ***** are the closest.

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Account Type***** ***

Account Owner****** ******

Account Opps/Deals

**** ***

Closed Won • Feb 25

**K $

Closed

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***** ******

Past Champion

****** *******

Colleague - Career Overlap

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****** ***

Worked in execs roles at *** together from 2021-2024

******* ***

Worked in the same department at *** together from 2021-2024

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