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Timothy Landis

Invicta Advisors LLC

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About Timothy Landis

Timothy Landis is an active investment advisor representative with over 15 years of experience in the financial services industry. Timothy Landis is currently registered with Invicta Advisors LLC, a registered investment advisor, and is also registered with the state of Pennsylvania. In the past, Timothy Landis has worked with a number of other firms, including Invicta Capital LLC, Trustmont Financial Group, Inc., PNC Investments, and Federated Securities Corp.

Firm Information

Timothy Landis is currently registered with Invicta Advisors LLC. Invicta Advisors LLC is an investment advisor based in OAKMONT, PA. The firm has 9 licensed agents, 42 registered representatives, and 9 investment advisory functions. Invicta Advisors LLC manages approximately $192,282,372 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.
Invicta Advisors LLC

527 CEDAR WAY

OAKMONT, PA 15139

$192.28M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Timothy Landis’s Registration & Firm History

PA

07/01/2020 - Present

Invicta Advisors LLC (OAKMONT PA)

PA

10/29/2020 - 04/12/2023

INVICTA CAPITAL LLC (OAKMONT PA)

PA

11/23/2015 - 09/06/2018

TRUSTMONT FINANCIAL GROUP, INC. (Pittsburgh PA)

PA

08/08/2012 - 11/24/2015

PNC INVESTMENTS (NEW KENSINGTON PA)

PA

01/10/2008 - 07/10/2012

FEDERATED SECURITIES CORP. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 03/03/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Landis.
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