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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore James Doremus is an investment advisor representative at Preston Wealth Advisors, LLC. Theodore has over 20 years of experience in the financial services industry. Theodore holds Series 6, Series 63, Series 65 and SIE licenses and is registered with the state of Virginia. Theodore is also registered with the state of Texas, but the registration is "APPROVED_RES", meaning Theodore is a resident of Texas but licensed in Virginia. Theodore is also registered with the state of Florida, Louisiana, Maryland, Pennsylvania and Washington, D.C. Theodore is a registered investment advisor representative with Preston Wealth Advisors, LLC since 2012 and previously was a registered investment advisor representative with Lara, Shull & May, LTD since 2000. Theodore has been a registered investment advisor representative with Manna Capital Management since 2012.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Subscription fees from advisory firms for market indicators
1
2
VA
04/25/2014 - Present
Preston Wealth Advisors, LLC (RESTON VA)
VA
08/20/2012 - 12/31/2014
MANNA CAPITAL MANAGEMENT (FALLS CHURCH VA)
VA
06/17/2008 - 06/05/2012
LARA, SHULL & MAY, LLC (FALLS CHURCH VA)
VA
11/10/2000 - 06/18/2008
LARA, SHULL & MAY, LTD (FALLS CHURCH VA)
IA
Issued 10/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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