Best Investors Account Sign in
Inactive

Shawn Stauffer Landis

Hcr Wealth Advisors

Los Angeles, CA

CRD 5394217

Claim This Profile
Employer firm

Hcr Wealth Advisors CRD 108676

$1.96B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Hcr Wealth Advisors

10866 Wilshire Blvd. Suite 1600, Los Angeles, CA 90024 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-10
  • CA RA
    APPROVED
    Since 2022-01-10

Branch Locations

10866 Wilshire Blvd. Suite 1600, Los Angeles, CA 90024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Heller Capital Resources / Hcr Wealth Advisors Los Angeles CA 09/2014 Present
  • 09/2014 → Present
    Heller Capital Resources / Hcr Wealth Advisors
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-12
  • S66 Uniform Combined State Law Examination
    2007-10-12
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor