Timothy Landis
Investment adviser representative at Invicta Advisors LLC
11 yearsExperience
1 stateRegistered in
$310.2MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Invicta Capital LLCJul 2024 to now
- Invicta Advisors LLCJun 2020 to now
- Invicta Capital LLCSep 2020 to Apr 2023
- Coy Capital Management, Inc.Nov 2015 to Jul 2024
- Trustmont Financial Group, IncNov 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (PA).
Invicta Advisors LLC
$310.2MAssets managed
1,163Clients
11Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5456258
- Firm CRD
- 298868