Timothy LandisCRD Number: 5456258
Current Firm: Coy Capital Management
Timothy Landis (CRD# 5456258) is an Investment Advisor Representative working at Coy Capital Management in Pittsburgh, PA and has over 9 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Staley Capital Advisers Inc.
|Trustmont Financial Group, Inc.||Greensburg, PA||Nov 2015 - Current||1|
|Coy Capital Management, Inc.||300 Penn Center Blcd, Suite 303, PA||Nov 2015 - Current||1|
|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|
|Unemployed||Lower Burrell, PA||Oct 2007 - Nov 2007||< 1|
|Pub Place Convenient Store||Jackson, WY||Jun 2007 - Oct 2007||< 1|
|Washington & Jefferson College||Washington, PA||Sep 2006 - May 2007||< 1|
|Tlc Landscaping||Lower Burrell, PA||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management26MILLIONS
Total Number of Accounts137ACCOUNTS
Average Account Value$189,781
- 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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