Eclectic Associates, Inc.

Eclectic Associates, Inc. (CRD# 111041) is a financial advisory firm headquartered in Fullerton, CA. They manage $1,054,179,643 in 3,341 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
1440 North Harbor Blvd., Suite 220, Fullerton, CA 92835
https://twitter.com/eclecticinvest
By the Numbers
  • Total Assets Under Management
    1,054
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Eclectic Associates, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Aimee Calderon, financial advisor Fullerton CA
Aimee E. Calderon
CRD#: 4721423
1440 North Harbor Blvd., Suite 220, Fullerton, CA 92835

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.

2
Russell Hall, financial advisor Fullerton CA
Russell W. Hall
CRD#: 5426788
1440 North Harbor Blvd., Suite 220, Fullerton, CA 92835

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.

3
Carl Lachman, financial advisor Fullerton CA
Carl W. Lachman
CRD#: 4812617
1440 North Harbor Blvd., Suite 220, Fullerton, CA 92835

Carl Lachman (CRD# 4812617) is an Investment Advisor Representative working at Eclectic Associates, Inc. in Fullerton, CA and has over 19 years of experience in the finance industry.

4
David Little, financial advisor Fullerton CA
David K. Little
CRD#: 2465207
1440 North Harbor Blvd., Suite 220, Fullerton, CA 92835

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.

5
David Macleod, financial advisor Fullerton CA
David K. Macleod
CRD#: 4983822
1440 North Harbor Blvd., Suite 220, Fullerton, CA 92835

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.

6
Travis McShane, financial advisor Fullerton CA
Travis J. McShane
CRD#: 6177489
1440 North Harbor Blvd., Suite 220, Fullerton, CA 92835

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.

7
James Moore, financial advisor Gunter TX
James I. Moore
CRD#: 6652719
Gunter, TX

James Moore (CRD# 6652719) is an Investment Advisor Representative working at Eclectic Associates, Inc. in Gunter, TX and has 1 year of experience in the finance industry.

8
Scott Rojas, financial advisor Fullerton CA
Scott A. Rojas
CRD#: 2375298
1440 North Harbor Blvd., Suite 220, Fullerton, CA 92835

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.

9
Amber Shrosbree, financial advisor Fullerton CA
Amber M. Shrosbree
CRD#: 7425215
1440 North Harbor Blvd., Suite 220, Fullerton, CA 92835

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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