Trustee of the Lachman Family Trust Dated 2/26/2004 · Eclectic Associates, Inc.
Marcia N. Lachman
CRD 6649957 · Named on Form ADV at one SEC-registered adviser
At a glance
Eclectic Associates, Inc., an SEC-registered wealth manager based in Fullerton, CA with $1.5 billion in regulatory assets, lists Marcia N. Lachman on its Form ADV as Trustee of the Lachman Family Trust Dated 2/26/2004.
Firms and roles
- Eclectic Associates, Inc.Trustee of the Lachman Family Trust Dated 2/26/2004Wealth manager · Fullerton, CA · $1.5B in regulatory assets
AtlasMembers
Marcia’s stakes and control
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Colleagues named on the same filings (13)
- David K. LittlePresident (since 06/2016), Trustee of the David K. Little and Julie A. Little Living Trust UAD 09/16/2008, Chairman, Director, Eclectic Associates, Inc.
- Carl J. CampDirector, Eclectic Associates, Inc.
- Julie A. LittleTrustee of the David K. Little and Julie A. Little Living Trust UAD 09/16/2008, Director, Eclectic Associates, Inc.
- Patricia B. BuchholtzChief Compliance Officer, Eclectic Associates, Inc.
- Carl W. LachmanVice President (since 06/2016), Trustee of the Lachman Family Trust Dated 2/26/2004, Eclectic Associates, Inc.
8 more people named with Marcia on the same filings, with titles and firms. Free in Atlas with a free account.
See all 13 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marcia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.