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Trustee of the McShane Living Trust Dated 07/15/2019 · Eclectic Associates, Inc.

Rebekah McShane

CRD 7338880 · 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 Rebekah McShane on its Form ADV as Trustee of the McShane Living Trust Dated 07/15/2019.

Firms and roles

  • Eclectic Associates, Inc.Trustee of the McShane Living Trust Dated 07/15/2019Wealth manager · Fullerton, CA · $1.5B in regulatory assets

AtlasMembers

Rebekah’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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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 Rebekah on the same filings, with titles and firms. Free in Atlas with a free account.

See all 13 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rebekah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.