Matthew Landis, financial advisor Troy PA

Matthew Landis

CRD Number: 4306783
Current Firm: Lpl Financial LLC

Matthew Landis (CRD# 4306783) is an Investment Advisor Representative working at Lpl Financial LLC in Troy, PA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Wellsboro, PA Mar 2023 - Current 1
Citizens & Northern Bank Wellsboro, PA Mar 2007 - Current 17
Cetera Investment Advisers LLC Wellsboro, PA Jan 2014 - Mar 2023 9
Cetera Investment Services LLC St. Cloud, MN Oct 2011 - Mar 2023 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Matthew K. Landis
Phone Number: 704-733-3300
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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