William Landman (CRD# 4342118) is an Investment Advisor Representative working at Mainline Investment Advisers, LLC in Wynnewood, PA and has over 20 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mainline Investment Advisers, LLC | Wynnewood, PA | Sep 2011 - Current | 12 |
| Merion Realty Advisers, LLC | Wynnewood, PA | Aug 2011 - Current | 12 |
| Mainline Investment Partners, LLC | Wynnewood, PA | Aug 2011 - Current | 12 |
| Merion Realty Partners | Wynnewood, PA | Aug 2011 - Current | 12 |
| Cms Holdco, LLC | Wynnewood, PA | Sep 2010 - Current | 13 |
| Cms Fund Advisers, Llc (previously Cms Fund Advisers, Inc.) | Wynnewood, PA | Nov 2002 - Current | 21 |
| Mainline Private Wealth, LLC | Wynnewood, PA | Oct 2011 - Sep 2023 | 11 |
| Renovus Gp, LLC | Wynnewood, PA | Jun 2010 - Dec 2022 | 12 |
| Capital Management Systems, Llc (previously Inc.) | Wynnewood, PA | Mar 2003 - Dec 2022 | 19 |
| Cms Investment Resources, Llc (previously Inc.) | Wynnewood, PA | Jun 1987 - Dec 2022 | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2003 |
- DE
- PA
-
Total Assets Under Management246MILLIONS
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$27,374,362
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
DE, PA
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