Financial ADVSR advisor directory · SEC adviser records
Eclectic Associates, Inc. financial advisors in Fullerton, CA
Every SEC-registered investment adviser representative at a Eclectic Associates, Inc. office in Fullerton, A to Z.
The short answer
9 registered advisors work at Eclectic Associates, Inc. in Fullerton, out of 10 at the firm nationwide; it ranks number 2 in the city by advisors. 9 list the CFP designation and 0 are also registered broker representatives.
Eclectic Associates, Inc. advisors in Fullerton, A to Z
Every Eclectic Associates, Inc. advisor →- Aimee E. CalderonCertified Financial Planner
- Russell W. HallCertified Financial Planner
- Clarissa L. HartonoCertified Financial Planner
- Carl W. LachmanCertified Financial Planner
- David K. LittleCertified Financial Planner, Chartered Financial Analyst
- David K. MacleodCertified Financial Planner, Chartered Financial Analyst
- Travis J. McShaneCertified Financial Planner, Chartered Financial Analyst
- Daniel S. NandorCertified Financial Planner
- Amber M. ShrosbreeCertified Financial Planner
Eclectic Associates, Inc. advisors in every city and state →Eclectic Associates, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Eclectic Associates, Inc. advisors in other cities
Other firms in Fullerton
All Fullerton advisors →Cetera Investment Advisers LLC 13LPL Financial LLC 8J.P. Morgan Securities LLC 4The Ameriflex Group 4Transamerica Financial Advisors, LLC 4U.S. Bancorp Advisors, LLC 4Crane & Associates Wealth Management 3Mariner 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3Osaic Wealth, Inc. 3
Questions
How many financial advisors does Eclectic Associates, Inc. have in Fullerton?
9 investment adviser representatives are registered at Eclectic Associates, Inc. offices in Fullerton, California, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Is Eclectic Associates, Inc. one of the largest advisor employers in Fullerton?
Eclectic Associates, Inc. ranks number 2 in Fullerton by registered advisors; Cetera Investment Advisers LLC has the most, with 13.
How do I check a Eclectic Associates, Inc. advisor in Fullerton?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Eclectic Associates, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.