Eclectic Associates Inc
Legal Name: ECLECTIC ASSOCIATES, INC.
Full Contact Details
Eclectic Associates Inc
1021 W. BASTANCHURY ROAD, SUITE 120, FULLERTON, CA
714-738-0220
714-738-0483
Other Info
Eclectic Associates, Inc., a California Corporation, comprises of a team of 14 dedicated professionals, with 8 providing advisory services and catering to the needs of 8 clients. The firm has been in operation since May 1984 and its SEC status shows as Approved. ECLECTIC ASSOCIATES, INC. is committed to delivering financial services with expertise and precision to its clients.
Fullerton Fee-Only Financial Planning | Eclectic Associates, Inc.
Eclectic Associates was founded in Fullerton, CA, in 1984 to provide comprehensive financial planning and investment management to clients throughout Southern California
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Direct Owners
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CARL JACKSON CAMP
CHAIRMAN (PRESIDENT 12/1987 - 06/2016) owns more than 25% but less than 50%
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CARL WESLEY ROGER LACHMAN
VICE PRESIDENT (SINCE 06/2016), TRUSTEE OF THE LACHMAN FAMILY TRUST DATED 2/26/2004 owns more than 10% but less than 25%
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CONNIE SHEK HALL
TRUSTEE OF THE HALL LIVING TRUST 2015 DTD 09/08/2015 owns less than 5%
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DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008
SHAREHOLDER owns more than 25% but less than 50%
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DAVID KIMBER LITTLE
PRESIDENT (SINCE 06/2016), TRUSTEE OF THE DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008 owns more than 25% but less than 50%
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HALL LIVING TRUST 2015 DTD 09/08/2015
SHAREHOLDER owns less than 5%
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JUDITH DOLAN CAMP
DIRECTOR owns more than 25% but less than 50%
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JULIE ANN LITTLE
TRUSTEE OF THE DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008 owns more than 25% but less than 50%
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LACHMAN FAMILY TRUST DATED 2/26/2004
SHAREHOLDER owns more than 10% but less than 25%
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MARCIA NASH LACHMAN
TRUSTEE OF THE LACHMAN FAMILY TRUST DATED 2/26/2004 owns more than 10% but less than 25%
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PATRICIA BURNETTE BUCHHOLTZ
CHIEF COMPLIANCE OFFICER owns less than 5%
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RUSSELL WILLIAM HALL
TRUSTEE OF THE HALL LIVING TRUST 2015 DTD 09/08/2015 owns less than 5%
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SCOTT ANDREW ROJAS
VICE PRESIDENT owns less than 5%