Troy Landis
Troy Landis is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Carlisle, PA, with 39 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
74 West Pomfret St, Carlisle, PA, 17013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Troy owns Landis Rentals LLC and residential rental properties, dedicating minimal time and about 10-20% of his time respectively. He is also an independent insurance agent selling fixed insurance products, and owner of Landis & Co Financial Services LLC, selling fixed insurance, investment, and securities products, taking nearly full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
American Portfolios Financial Services, INC.Broker
Hackett Associates, INC.Broker
Princor Financial Services CorporationBroker
First Investors CorporationBroker
State Registrations9 states
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