Adam Corle LandolfiCRD Number: 5484866
Current Firm: Cetera Advisor Networks LLC
Adam Corle Landolfi (CRD# 5484866) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Altoona, PA and has over 6 years of experience in the finance industry. Adam Corle Landolfi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Axa Advisors, LLC
Hancock Capital Management, Inc.
|Cetera Advisor Networks LLC||El Segundo, CA||Nov 2017 - Current||< 1|
|Ymca Of Mewsa||Woodbridge, NJ||Jun 2009 - Current||9|
|Guy Landolfi||Altoona, PA||Jun 2008 - Current||10|
|Girard Securities, Inc.||San Diego, CA||Nov 2011 - Nov 2017||6|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2012|
|S65||NASAA Investment Advisors Law Examination||Apr 2012|
Total Assets Under Management15,298MILLIONS
Total Number of Accounts68,142ACCOUNTS
Average Account Value$224,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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