Adam Corle Landolfi, financial advisor Altoona PA
90 score

Adam Corle Landolfi

CRD Number: 5484866
Current Firm: Girard Securities, Inc.

Adam Corle Landolfi (CRD# 5484866) is an Investment Advisor Representative working at Girard Securities, Inc. in Altoona, PA and has over 4 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Girard Securities, Inc. San Diego, CA Nov 2011 - Current 5
Ymca Of Mewsa Woodbridge, NJ Jun 2009 - Current 7
Guy Landolfi Altoona, PA Jun 2008 - Current 8
Hd Vest Investment Services Inc. Altoona, PA Jun 2008 - Jan 2009 < 1
Ameriprise Financial Services, Inc. Midvale, UT Jan 2008 - May 2008 < 1
Planet Fitness Salt Lake City, UT Jan 2008 - Apr 2008 < 1
Unemployed State College, PA Dec 2006 - Jan 2008 1
Best Buy State College, PA Jul 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Adam P. Corle Landolfi
Phone Number: 858-622-2140
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    646
    MILLIONS
  • Total Number of Accounts
    3,210
    ACCOUNTS
  • Average Account Value
    $201,360
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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