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Eric V. Landes
IVC WEALTH ADVISORS LLC
Silverdale, PA 18962
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CRD#: 4418250
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Professional summary
Eric Vaughn Landes is a registered financial advisor currently at IVC WEALTH ADVISORS LLC located in Silverdale, Pennsylvania.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Eric has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) IVC WEALTH ADVISORS. 163 EAST MAIN ST, PO BOX 539. RIA. PRESIDENT. 160 HOURS/MO; 130 DURING TRADING HOURS. 2) IVC INSURANCE AGENCY. 163 EAST MAIN ST, INSURANCE AGENCY. PRESIDENT. 160 HOURS/MO; 130 DURING TRADING HOURS. 3) Clear Employer Services - 163 EAST MAIN STREET. PROFESSIONAL EMPLOYMENT ORGANIZATION. EMPLOYEE. START DATE: 2022-01-01. 160 HOURS/MO; 134 DURING TRADING HOURS. 4) Adele Properties LLC, not investment-related, 1580 Schwenksville Road, Schwenksville, PA 19473, real estate ownership and management, position: partner, Start date: 2023-03-15; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0. 5) IVC III LLC; Investment Related; 163 East Main St. PO Box 539 Silverdale PA 18962 United States; Partner; Start date: 2024-07-12; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0. 6) IVC Properties LLC; Investment Related; Partner; 163 East Main St. PO Box 539 Silverdale PA 18962; Real Estate investment; Start date: 2020-10- 01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1;Percentage of total yearly compensation expected to be derived from the business: 1.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Vaughn Landes's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 25, 2019 - Present
IVC WEALTH ADVISORS LLC
Office #1: 163 E. Main Street, Silverdale, PA 18962RIA
CRD#: 301127
Silverdale, PA
Past
January 31, 2020 - June 30, 2025
PRIVATE CLIENT SERVICES, LLC
BD
CRD#: 120222
SILVERDALE, PA
Past
April 21, 2016 - August 19, 2019
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
SILVERDALE, PA
Past
October 27, 2014 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
SILVERDALE, PA
Past
October 3, 2014 - February 4, 2020
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
SILVERDALE, PA
Past
December 14, 2012 - October 3, 2014
FINANCIAL TELESIS INC
BD
CRD#: 31012
DOYLESTOWN, PA
Past
June 8, 2011 - October 3, 2014
FINANCIAL TELESIS INC
RIA
CRD#: 31012
DOYLESTOWN, PA
Past
March 31, 2000 - September 2, 2014
NATIONAL PENN CAPITAL ADVISORS
RIA
CRD#: 112477
DOYLESTOWN, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IW
IVC WEALTH ADVISORS LLC
IVC WEALTH ADVISORS LLC
CRD#: 301127 / SEC#: 801-114980
RIA
Registered Investment Advisory firm - (4/10/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(4/25/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IW
IVC WEALTH ADVISORS LLC
IVC WEALTH ADVISORS LLC
CRD#: 301127 / SEC#: 801-114980
RIA
Registered Investment Advisory firm - (4/10/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
163 E. Main Street, Silverdale, PA 18962
Mailing Address
Phone number
(215) 392-6631
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,233 |
| AUM (Assets Under Management) | $ 405,220,178 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
