Timothy Landis
CRD Number: 5456258Current Firm: Coy Capital Management
Compensation Model: Fee Only
Timothy Landis (CRD# 5456258) is an Investment Advisor Representative working at Coy Capital Management in Pittsburgh, PA and has over 10 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invicta Capital LLC | Monroeville, PA | Sep 2020 - Current | 3 |
| Invicta Advisors | Monroeville, PA | Jun 2020 - Current | 3 |
| Coy Capital Management, Inc. | Monroeville, PA | Nov 2015 - Current | 8 |
| Trustmont Financial Group, Inc. | Greensburg, PA | Nov 2015 - Jan 2017 | 1 |
| Pnc Investments | New Kensington, PA | Jul 2012 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
- PA
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts180ACCOUNTS
-
Average Account Value$176,413
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
PA
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