Timothy LandisCRD Number: 5456258
Current Firm: Coy Capital Management
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Mcmahon Financial Advisors, LLC
|Trustmont Financial Group, Inc.||Greensburg, PA||Nov 2015 - Current||2|
|Coy Capital Management, Inc.||300 Penn Center Blcd, Suite 303, PA||Nov 2015 - Current||2|
|Pnc Investments||New Kensington, PA||Jul 2012 - Nov 2015||3|
|Mdt Advisers, A Division Of Federated Mdta LLC||Boston, MA||Jan 2011 - Jul 2012||1|
|Federated Global Investment Management Corp||New York, NY||Jan 2011 - Jul 2012||1|
|Federated Investment Counseling||Pittsburgh, PA||Jan 2008 - Jul 2012||4|
|Federated Securities Corp||Pittsburgh, PA||Nov 2007 - Jul 2012||4|
|Federated Investors Inc.||Pittsburgh, PA||Nov 2007 - Jul 2012||4|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Jan 2008|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management44MILLIONS
Total Number of Accounts225ACCOUNTS
Average Account Value$195,556
- 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
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