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Theodore Rollin Crites is an investment advisor representative at Miracle Mile Advisors, LLC. Theodore Crites is registered with the state of Maryland as an investment advisor representative. Theodore Crites has 1 state exam, the Uniform Investment Adviser Law Examination (Series 65). Theodore Crites has been in the industry since 2014 and has worked for Caplan Financial Group, LLC, Manring & Farrell, Northstar LLC, Capital University, and Silver Family Restaurants in addition to Miracle Mile Advisors, LLC. Theodore Crites is a specialist in retirement planning, college savings, asset allocation, and estate planning.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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MD
07/22/2024 - Present
Miracle Mile Advisors, LLC (Clarksville MD)
IA
Issued 07/20/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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