Shane Landis
Shane Landis is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Ephrata, PA, with 9 years of industry experience. Shane is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1021 Sharp Avenue, Suite 200, Ephrata, PA, 17522
Get directionsHistory
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
Shane works for Everence, providing investment and financial planning services, including insurance (med-supp, fixed annuities, life insurance, long-term care insurance) and charitable planning services. This takes nearly full-time, with about half of his time during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Everence Trust Company
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Joseph Howe, CFPLPL Financial LLC
- Javan Martin, CFPMartin, Javan Von
- Christina Gaston, CFPLPL Financial LLC
- Emerson Paul, CFP