Years of Experience
5-20+ Years
ROCKLAND, DE
0 Disclosures
ADVISOR BIO
Theodore 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.
SPECIALIZATIONS
ROCKLAND, DE
0 Disclosures
ADVISOR BIO
Theodore Christian Poppe is a financial advisor registered with Grey Fox Wealth Advisors, LLC. Theodore Christian Poppe has been in the financial services industry for several years and has worked with several firms prior to joining Grey Fox Wealth Advisors, LLC. His experience includes working with Brinkert Capital Securities, LLC, Brighthouse Securities, LLC, and MetLife Investors Distribution Company. Theodore Christian Poppe holds the Series 6, 7, and 63 securities licenses and the Series 65 Investment Advisor license. Theodore Christian Poppe is also a Chartered Financial Analyst. Theodore Christian Poppe primarily works with individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Theodore Christian Poppe provides investment advice and portfolio management services, as well as financial planning services.
SPECIALIZATIONS
WILMINGTON, DE
0 Disclosures
ADVISOR BIO
Theodore Ashford is a financial advisor who has worked for Ashford Capital Management Inc. since March 1994. Theodore is registered as an investment advisor in Delaware. Theodore has passed the Uniform Investment Adviser Law Examination. Ashford Capital Management Inc. is a Delaware-based investment advisor that provides portfolio management for individuals, businesses, and pooled investment vehicles. The firm also publishes periodicals.
SPECIALIZATIONS
Wilmington, DE
21 Years Experience
0 Disclosures
ADVISOR BIO
Theresa Marie Heitter is a financial professional with over 20 years of experience in the industry. Theresa is currently registered with State Farm Investment Management Corp. as a Registered Representative and Investment Advisor Representative in Delaware, Maryland, and Pennsylvania. She is also a Registered Representative in New Jersey. Theresa holds the Series 6, Series 63, and SIE securities licenses. She is also a Chartered Financial Consultant. Theresa works with individuals and investment companies.
SPECIALIZATIONS
WILMINGTON, DE
11 Years Experience
0 Disclosures
ADVISOR BIO
Thomas Guillebeau is an investment advisor representative at Osaic Wealth, Inc. Thomas has been in the industry since 2013 and has experience at Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Thomas has Series 7, 9, 10, 31, and 66 licenses and is also a Chartered Financial Consultant. Thomas provides financial planning and portfolio management for individuals and businesses.
SPECIALIZATIONS
WILMINGTON, DE
20 Years Experience
9 Disclosures
ADVISOR BIO
Thomas Lisk is an investment advisor representative and principal with Realta Investment Advisors, Inc. Thomas has been in the securities industry since 2005 and has experience providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and retirement plans. Thomas is a registered investment advisor representative in Virginia. Thomas also owns a financial services company, WL Financial Advisors, where he sells annuities, life, and long-term care insurance.
SPECIALIZATIONS
GREENVILLE, DE
38 Years Experience
0 Disclosures
ADVISOR BIO
Thomas Adamson Wood is a financial advisor with over 30 years of experience in the industry. Thomas is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2009. Thomas is also registered with Wells Fargo Advisors LLC and has been with that firm since 2016. Prior to his current roles, Thomas worked for firms such as First Union Capital Markets Corp., Butcher & Singer Inc., and Prudential-Bache Securities Inc. Thomas holds several industry licenses including Series 3, Series 7 and Series 63. He has also passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Thomas is a registered investment advisor in Delaware and Texas. Thomas specializes in providing investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and businesses.
SPECIALIZATIONS
Newark, DE
2 Years Experience
0 Disclosures
ADVISOR BIO
Thomas T. Hagan is a financial professional with over a year of experience in the industry. Thomas T. Hagan is registered with J.p. Morgan Securities LLC and has been with the firm since 12/15/2023. Prior to joining J.p. Morgan Securities LLC, Thomas T. Hagan was employed at PNC INVESTMENTS from 5/25/2022 to 12/1/2022. Thomas T. Hagan holds licenses for Series 63, Series 99TO, Series 7TO, and SIE. Thomas T. Hagan is located in Newark, DE and specializes in a range of financial services.
SPECIALIZATIONS
WILMINGTON, DE
0 Disclosures
ADVISOR BIO
Thomas Lally is a financial advisor with over 11 years of experience in the industry. Thomas Lally is currently registered with Great Valley Advisor Group, Inc. and is licensed in Massachusetts. Thomas Lally is a Certified Financial Planner and has a wide range of experience in various aspects of financial planning, including portfolio management, retirement planning, and college savings. Thomas Lally has also previously worked with LPL Financial LLC and NYLIFE Securities LLC.
SPECIALIZATIONS
Rehoboth Beach, DE
25 Years Experience
1 Disclosures
ADVISOR BIO
Thomas J Lindia is a financial advisor with Morgan Stanley, working in the Rehoboth Beach, DE office. Thomas has been in the industry for 22 years, first joining PLANCO FINANCIAL SERVICES, INC. in 2000. Thomas is also registered as an Investment Advisor Representative in Delaware and Texas, which indicates that Thomas is allowed to provide investment advice to clients. In addition, Thomas has a Series 6, 7, 10 and 63 license, and holds the Series 9 and SIE certifications. Thomas's specializations include: asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
SPECIALIZATIONS
