Lee Eckel, financial advisor Carlsbad CA

Lee Eckel

CRD Number: 2671830
Current Firm: Eckel Financial Advisors

Lee Eckel (CRD# 2671830) is an Investment Advisor Representative working at Eckel Financial Advisors in Carlsbad, CA and has 1 year of experience in the finance industry. Lee Eckel 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
Eckel Financial Advisors San Diego, CA Oct 1995 - Current 28

Lee Eckel has no recent exams reported.
Contact Info for Lee N. Eckel
Phone Number: 760-889-9914
Registered State(s):
  • CA
Current Firm Details
Eckel Financial Advisors
Firm's CRD Number: 110236
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $742,105
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
Types of Clients
Registered States

CA

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