Eclectic Associates, Inc.
Eclectic Associates, Inc. (CRD# 111041) is a financial advisory firm headquartered in Fullerton, CA. They manage $920,994,345 in 2,752 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management921MILLION
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Total Number of Accounts2,752ACCOUNTS
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Average Account Value$334,664
- 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, CO, FL, ID, NV, OR, TX, UT, WA
Aimee Calderon (CRD# 4721423) is an Investment Advisor Representative working at Eclectic Associates, Inc. in Fullerton, CA and has 1 year of experience in the finance industry. Aimee Calderon 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.
Russell Hall (CRD# 5426788) is an Investment Advisor Representative working at Eclectic Associates, Inc. in Fullerton, CA and has 1 year of experience in the finance industry. Russell Hall 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.
Carl Lachman (CRD# 4812617) is an Investment Advisor Representative working at Eclectic Associates, Inc. in Fullerton, CA and has over 17 years of experience in the finance industry. Carl Lachman 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.
David Little (CRD# 2465207) is an Investment Advisor Representative working at Eclectic Associates, Inc. in Fullerton, CA and has 1 year of experience in the finance industry. David Little 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.
David Macleod (CRD# 4983822) is an Investment Advisor Representative working at Eclectic Associates, Inc. in Fullerton, CA and has 1 year of experience in the finance industry. David Macleod 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.
Travis McShane (CRD# 6177489) is an Investment Advisor Representative working at Eclectic Associates, Inc. in Fullerton, CA and has 1 year of experience in the finance industry. Travis McShane 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.
James Moore (CRD# 6652719) is an Investment Advisor Representative working at Eclectic Associates, Inc. in Fullerton, CA and has 1 year of experience in the finance industry. James Moore 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.
Scott Rojas (CRD# 2375298) is an Investment Advisor Representative working at Eclectic Associates, Inc. in Fullerton, CA and has over 28 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.
Amber Shrosbree (CRD# 7425215) is an Investment Advisor Representative working at Eclectic Associates, Inc. in Fullerton, CA and has 1 year of experience in the finance industry. Amber Shrosbree 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.