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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 Lauzen is an Investment Advisor Representative with Grey Fox Wealth Advisors, LLC. Theodore is registered with the state of Delaware, Pennsylvania, and Texas. Theodore has a Series 65 license, which is the Uniform Investment Adviser Law Examination. Theodore is a veteran of the United States Marine Corps and has a background in finance. Theodore has worked for a variety of firms, including Goldman Sachs and Nimbly, LLC. Theodore has a strong understanding of the financial markets and can help clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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DE
01/03/2022 - Present
Grey FOX Wealth Advisors, LLC (ROCKLAND DE)
IA
Issued 03/06/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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