Theodore N. Lakkides
FINANCIAL FREEDOM HOUSE
Waterford, MI 48327-1668
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CRD#: 733796
Professional summary
Theodore Nmn Lakkides, CFP®, who also goes by Ted Lakkides, Theodore Lakkides, is a registered financial advisor currently at FINANCIAL FREEDOM HOUSE located in Waterford, Michigan.
Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Theodore has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ted Lakkides | Theodore Lakkides
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1-PRESIDENT, BOARD MEMBER, & INSTRUCTOR, CYGNET INSTITUTE OF PERSONAL FINANCIAL LITERACY | 4139 W. Walton Blvd, Ste D, Waterford, MI 48329 | Investment Related | Start 1989, Board member since 2015 | ~100 hours per month, program development and sales during trading hours, all instruction after hours, board meetings are held during hours | Provide financial literacy training and education workshops/seminars. Cygnet Institute is a 501(c)(3) tax-exempt organization.
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2 - INSURANCE AGENT, CYGNET FINANCIAL PLANNING, INC. | 4139 W. Walton Blvd, Ste D, Waterford, MI 48329 | Not investment related | Start 1982 | <10 hours per month, all during trading hours | Appointment with multiple carriers to solicit life, disability, and fixed annuity business
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3 - VICE PRESIDENT % 50% SHAREHOLDER, CORPORATE PLAN ADMINISTRATORS, INC. |4139 W. Walton Blvd, Ste E, Waterford, MI | Investment related | Start 1989| <5 hours per month, all during trading hours | Provide Third Party Administration to supplemental insurance programs and ERISA 3(16) administrative fiduciary services to qualified retirement plans
CRS (Client Relationship Summary) - RIA
Click below to view Theodore Nmn Lakkides's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1989
Experience
Current
December 14, 2010 - Present
FINANCIAL FREEDOM HOUSE
Office #1: 6515 Highland Rd Suite 240, Waterford, MI 48327-1668RIA
CRD#: 123430
Waterford, MI
Past
December 15, 2005 - December 31, 2018
TRIAD ADVISORS LLC
BD
CRD#: 25803
WATERFORD, MI
Past
December 5, 2002 - December 15, 2005
EQUITY SERVICES, INC.
BD
CRD#: 265
MONTPELIER, VT
Past
January 2, 1998 - November 8, 2002
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Past
January 22, 1996 - December 31, 1997
PINEBRIDGE SECURITIES LLC
BD
CRD#: 5967
NEW YORK, NY
Past
May 22, 1989 - January 22, 1996
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
January 31, 1983 - May 25, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
July 2, 1981 - October 5, 1982
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FF
FINANCIAL FREEDOM HOUSE
AMERICAN LABOR FINANCIAL ADVISORS (A.L.F.A.) | ZOTOS & ASSOCIATES FINANCIAL FREEDOM HOUSE | RETIREMENT SERVICES CENTER | FINANCIAL WELLNESS CENTERS | FINANCIAL FREEDOM HOUSE | FIDUCIARY FIREWALL ADVISERS, INC. | CYGNET STRATEGIES, LLC | CYGNET FINANCIAL PLANNING INC. | CYGNET FINANCIAL FREEDOM HOUSE | CHIEF FINANCIAL INVESTMENT ADVISORS | CAER, LLC
CRD#: 123430 / SEC#: 801-113800
RIA
Registered Investment Advisory firm - (8/9/2018 Approved)Michigan
Registered Investment Advisory firm - (8/21/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/16/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(12/14/2010)
IAR
Pennsylvania(9/4/2013)
IAR
Texas(8/9/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
FF
FINANCIAL FREEDOM HOUSE
AMERICAN LABOR FINANCIAL ADVISORS (A.L.F.A.) | ZOTOS & ASSOCIATES FINANCIAL FREEDOM HOUSE | RETIREMENT SERVICES CENTER | FINANCIAL WELLNESS CENTERS | FINANCIAL FREEDOM HOUSE | FIDUCIARY FIREWALL ADVISERS, INC. | CYGNET STRATEGIES, LLC | CYGNET FINANCIAL PLANNING INC. | CYGNET FINANCIAL FREEDOM HOUSE | CHIEF FINANCIAL INVESTMENT ADVISORS | CAER, LLC
CRD#: 123430 / SEC#: 801-113800
RIA
Registered Investment Advisory firm - (8/9/2018 Approved)Michigan
Registered Investment Advisory firm - (8/21/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/16/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6515 Highland Rd Suite 240, Waterford, MI 48327-1668
Mailing Address
Po Box 301000, Waterford, MI 48330-1000
Phone number
(248) 673-2900
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 525 |
| AUM (Assets Under Management) | $ 188,799,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
