Carl Landis, financial advisor Pottstown PA
96 score

Carl Landis

CRD 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.

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Professional Designations
Company Name Location Dates Years
Main Line Financial Advisors LLC Pottstown, PA Jan 2010 - Current 6
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
Contact Info for Carl W. Landis
Phone Number: 800-266-6532
Firm Website:
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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