Carl LandisCRD Number: 1866768
Current Firm: Main Line Financial Advisors, LLC
Carl Landis (CRD# 1866768) is an Investment Advisor Representative working at Main Line Financial Advisors, LLC in Pottstown, PA and has over 28 years of experience in the finance industry. Carl Landis 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.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|Main Line Financial Advisors LLC||Pottstown, PA||Jan 2010 - Current||7|
|Fsc Securities Corporation||Pottstown, PA||Jun 2009 - Current||7|
|Carl W. Landis||Pottstown, PA||Jun 1989 - Current||27|
|Mutual Service Corporation||Pottstown, PA||May 1994 - Jun 2009||15|
|Financial Planning Advisors||Wyomissing/pottstown, PA||Jun 1989 - May 2008||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1988|
|S65||NASAA Investment Advisors Law Examination||Mar 1991|
Total Assets Under Management226MILLIONS
Total Number of Accounts754ACCOUNTS
Average Account Value$299,129
- 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
CT, FL, MD, NJ, PA, TX
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