Financial ADVSR advisor directory · SEC adviser records
Eclectic Associates, Inc. financial advisors in California
Every SEC-registered investment adviser representative at a Eclectic Associates, Inc. office in California, by city and A to Z.
The short answer
10 registered advisors work at Eclectic Associates, Inc. in California, out of 10 nationwide; it's the firm's number 1 state by advisors, and the most are in Fullerton (10). 9 list the CFP designation and 0 are also registered broker representatives.
Eclectic Associates, Inc. advisors by city in California
Every firm in California →Eclectic Associates, Inc. advisors in California, A to Z
Search by name →- Aimee E. CalderonFullerton · Certified Financial Planner
- Russell W. HallFullerton · Certified Financial Planner
- Clarissa L. HartonoFullerton · Certified Financial Planner
- Carl W. LachmanFullerton · Certified Financial Planner
- David K. LittleFullerton · Certified Financial Planner, Chartered Financial Analyst
- David K. MacleodFullerton · Certified Financial Planner, Chartered Financial Analyst
- Travis J. McShaneFullerton · Certified Financial Planner, Chartered Financial Analyst
- Russell E. MurdockFullerton · Chartered Financial Analyst
- Daniel S. NandorFullerton · Certified Financial Planner
- Amber M. ShrosbreeFullerton · Certified Financial Planner
Eclectic Associates, Inc. advisors in every state →Eclectic Associates, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Eclectic Associates, Inc. financial advisors are in California?
10 investment adviser representatives are registered at Eclectic Associates, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 10 at the firm nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Eclectic Associates, Inc. have the most advisors?
Fullerton, with 10. Eclectic Associates, Inc. has advisors in 1 city in California.
How do I check a Eclectic Associates, Inc. advisor in California?
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.