TrueAdvisor
TrueAdvisor
SL
CFP
SL
CFP

Shawn Stauffer Landis

Hcr Wealth Advisors
17 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Hcr Wealth Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
943 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$500K

Location

10866 Wilshire Blvd., Suite 1600, Los Angeles, CA, 90024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Hcr Wealth Advisors
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Hcr Wealth Advisors
October 2014 - December 2021 · 7 yrs 2 mos
Ameriprise Financial Services, INC.
May 2009 - August 2014 · 5 yrs 3 mos
Morgan Stanley & CO. Incorporated
October 2007 - May 2009 · 1 yr 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.