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|
|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|
Total Assets Under Management853MILLIONS
Total Number of Accounts2,374ACCOUNTS
Average Account Value$359,164
- 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, FL, GA, HI, LA, NJ, NY, OH, OR, TX, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.