Scott Rojas, financial advisor Fullerton CA

Scott Rojas

CRD Number: 2375298
Current Firm: Eclectic Associates, Inc.

Scott Rojas (CRD# 2375298) is an Investment Advisor Representative working at Eclectic Associates, Inc. in Fullerton, CA and has over 30 years of experience in the finance industry. Scott Rojas 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
Eclectic Associates, Inc. Fullerton, CA Jun 2016 - Current 7
Eclectic Associates, Inc. Fullerton, CA Aug 2004 - Current 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2004
S63 Uniform Securities State Law Examination Oct 1993
Contact Info for Scott A. Rojas
By the Numbers
  • Total Assets Under Management
    1,054
    MILLIONS
  • Total Number of Accounts
    3,341
    ACCOUNTS
  • Average Account Value
    $315,528
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

AZ, CA, CO, FL, ID, NV, OR, TX, WA

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