Stacey Panenhanouvong
Investment adviser representative at Hcr Wealth Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Hcr Wealth AdvisorsMay 2024 to now
- Validus Capital LLCSep 2022 to Apr 2024
- Charles Schwab Bank SsbNov 2016 to Aug 2022
- Charles Schwab & Co., Inc.Jul 2015 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Hcr Wealth Advisors
$2BAssets managed
938Clients
10Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6530995
- Firm CRD
- 108676