Shawn LandisCRD 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 10 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.
Jst Investment Consulting
Fried Asset Management, Inc.
|Heller Capital Resources||Los Angeles, CA||Sep 2014 - Current||3|
|Ameriprise Financial Services Inc.||El Segundo, CA||May 2009 - Aug 2014||5|
|Morgan Stanley||Santa Monica, CA||Jul 2007 - May 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management917MILLIONS
Total Number of Accounts3,056ACCOUNTS
Average Account Value$299,922
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CT, FL, GA, HI, LA, NJ, NY, OH, OR, TX, WA
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