Theodore
Lakkides
Financial Freedom House
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About this Advisor
Theodore Lakkides is a certified financial planner who works in Waterford, Michigan with 13 years of relevant experience. Lakkides works at Financial Freedom House. Over the course of their career, they have held roles at Triad Advisors, Inc and Cygnet Financial Planning Inc (Dba Financial Freedom House). Lakkides has a Series 63 license, qualifying them as a securities broker, and can operate in Michigan, Pennsylvania and Texas. Financial Freedom House is a business based out of Waterford, MI. The company has offices in two locations and a total of eight advisors. It manages $151 million in assets under management among its 1,021 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,021 client accounts, just 4% belong to high-net-worth individuals who have more than $1 million in investable assets. Financial Freedom House has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types billed by Financial Freedom House likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Freedom House Brokerage Details
$151,392,924
8
1,021
$148,279
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Theodore Lakkides Work History
Theodore has been registered as a financial advisor for 13 years.*
Cygnet Financial Planning Inc (Dba Financial Freedom House)
Triad Advisors, Inc
Cygnet Financial Planning Inc (Dba Financial Freedom House)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Theodore Lakkides to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Freedom House
Waterford, MI
Waterford, MI
Waterford, MI
Waterford, MI
Waterford, MI
Waterford, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
