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Hcr Wealth Advisors CRD 108676
$1.96B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10866 Wilshire Blvd. Suite 1600, Los Angeles, CA 90024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-14 |
Branch Locations
10866 Wilshire Blvd. Suite 1600, Los Angeles, CA 90024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-22 |
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