Shawn Landis, financial advisor Los Angeles CA
96 score

Shawn Landis

CRD Number: 5394217
Current Firm: Hcr Wealth Advisors

Shawn Landis (CRD# 5394217) is an Investment Advisor Representative working at Hcr Wealth Advisors in Los Angeles, CA and has over 9 years of experience in the finance industry. Shawn Landis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Heller Capital Resources Los Angeles, CA Sep 2014 - Current 2
Ameriprise Financial Services Inc. El Segundo, CA May 2009 - Aug 2014 5
Morgan Stanley Santa Monica, CA Jul 2007 - May 2009 1
Cast & Crew Burbank, CA May 2007 - May 2007 < 1
Olympic Partners Los Angeles, CA May 2007 - May 2007 < 1
Entertainment Partners Burbank, CA Apr 2007 - May 2007 < 1
Olympic Partners Los Angeles, CA Apr 2007 - Apr 2007 < 1
Entertainment Partners Burbank, CA Apr 2007 - Apr 2007 < 1
Fdei, Inc. Sherman Oaks, CA Mar 2007 - Mar 2007 < 1
Olympic Partners Los Angeles, CA Mar 2007 - Mar 2007 < 1
Entertainment Partners Burbank, CA Aug 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Shawn S. Landis
Phone Number: 310-473-5445
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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