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David Joseph Hindler

Hcr Wealth Advisors

Los Angeles, CA

CRD 3123405

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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 2022-01-14
  • CA RA
    APPROVED
    Since 2022-01-14

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 La CA 12/2018 Present
Investment Security Corporation Calabasas CA 07/2002 Present
Hindler Financial Services, Inc. Los Angeles CA 01/2005 Present
Brentwood Alliance Financial And Insurance Services, Inc. Los Angeles CA 01/2008 Present
Hcr Wealth Advisors, Inc. Los Angeles CA 01/2019 Present
  • 12/2018 → Present
    Heller Capital Resources
    La, CA
  • 07/2002 → Present
    Investment Security Corporation
    Calabasas, CA
  • 01/2005 → Present
    Hindler Financial Services, Inc.
    Los Angeles, CA
  • 01/2008 → Present
    Brentwood Alliance Financial And Insurance Services, Inc.
    Los Angeles, CA
  • 01/2019 → Present
    Hcr Wealth Advisors, Inc.
    Los Angeles, CA
Previous Registrations
Other Businesses

(1) I AM A FINANCIAL ADVISOR OF HCR WEALTH ADVISORS, INC., 10866 Wilshire Blvd., Suite 1600, LOS ANGELES, CA 90024; INVESTMENT-RELATED; PROVIDING INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES; MY DUTIES ARE PROVIDING INVESTMENT AND FINANCIAL ADVICE AND RELATED SERVICES; START DATE 06/2000; I DEVOTE 55 HOURS PER MONTH; I DEVOTE 4 TO 5 HOURS PER DAY DURING SECURITIES TRADING HOURS (2) I AM PRESIDENT, DIRECTOR, AND OWNER OF BRENTWOOD ALLIANCE FINANCIAL & INSURANCE SERVICES, INC.; 10866 Wilshire Blvd., Suite 1600, LOS ANGELES, CA 90024; INVESTMENT-RELATED; FIXED INSURANCE BUSINESS; MY DUTY IS BUSINESS RELATED MANAGEMENT AND DEVELOPMENT; START DATE 2008; I DEVOTE 0 HOURS PER MONTH; I DEVOTE 0 HOURS PER DAY DURING SECURITIES TRADING HOURS (3) I AM PRESIDENT, DIRECTOR, AND OWNER OF HINDLER FINANCIAL SERVICES, INC., 10866 Wilshire Blvd., Suite 1600, LOS ANGELES, CA 90024; NOT INVESTMENT RELATED; CONTRACTS WITH HCR TO PROVIDE SERVICES; START DATE 2005; HOURS SAME AS HCR

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-11-13
S63 Uniform Securities Agent State Law Examination 1998-10-22
  • S65 Uniform Investment Adviser Law Examination
    1998-11-13
  • S63 Uniform Securities Agent State Law Examination
    1998-10-22

View on SEC IAPD

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