Eckel Financial Advisors

Eckel Financial Advisors (CRD# 110236) is a financial advisory firm headquartered in , . They manage $26,358,000 in 56 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $470,679
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Eckel Financial Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Lee N. Eckel
CRD#: 2671830
Carlsbad, CA
90
Wealthminder
score

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.

2
Naoko O. Eckel
CRD#: 4603072
Carlsbad, CA
90
Wealthminder
score

Naoko Eckel (CRD# 4603072) is an Investment Advisor Representative working at Eckel Financial Advisors in Carlsbad, CA and has 1 year of experience in the finance industry. Naoko 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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