Theodore Lakkides (CRD# 733796) is an Investment Advisor Representative working at Financial Freedom House in Waterford, MI and has over 42 years of experience in the finance industry. Theodore Lakkides has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cygnet Financial Planning Inc. (dba Financial Freedom House) | Waterford, MI | Oct 2018 - Current | 5 |
Triad Advisors, Inc. | Norcross, GA | Dec 2005 - Jan 2019 | 13 |
Cygnet Financial Planning Inc. (dba Financial Freedom House) | Waterford, MI | Sep 1982 - Oct 2018 | 36 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1981 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
- PA
- TX
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Total Assets Under Management174MILLIONS
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Total Number of Accounts981ACCOUNTS
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Average Account Value$177,860
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
FL, MI, NC, PA, TX
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