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Carl Wesley Roger Lachman

ECLECTIC ASSOCIATES, INC.·FULLERTON, California
Series 65Clean record22 years registeredECLECTIC ASSOCIATES, INC.
1440 NORTH HARBOR BLVD., FULLERTON, CA 92835CRD# 4812617Firm CRD# 111041

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carl Wesley Roger Lachman · FULLERTON, CA
Registration
CRD #4812617 · ECLECTIC ASSOCIATES, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

ECLECTIC ASSOCIATES, INC.
Aug 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 6, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ECLECTIC ASSOCIATES, INC.
CRD 111041 · SEC 801-21175
AUM
$1.1B
Regulatory assets under management
Employees
15
3,341 client accounts
Services offered by ECLECTIC ASSOCIATES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ECLECTIC ASSOCIATES, INC. →
Introduction

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05

Frequently Asked Questions

What services does Carl Wesley Roger Lachman offer?
Carl Wesley Roger Lachman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FULLERTON, California for a consultation.
What are Carl Wesley Roger Lachman's credentials?
Carl Wesley Roger Lachman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carl Wesley Roger Lachman located?
Carl Wesley Roger Lachman is based in FULLERTON, California, working with ECLECTIC ASSOCIATES, INC.. Their office serves clients in the FULLERTON metropolitan area and surrounding communities.
How does Carl Wesley Roger Lachman charge for services?
Carl Wesley Roger Lachman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ECLECTIC ASSOCIATES, INC.?
ECLECTIC ASSOCIATES, INC. has approximately 15 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ECLECTIC ASSOCIATES, INC.

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FULLERTON, CA
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Russell William Hall
FULLERTON, CA
Travis John Mcshane
FULLERTON, CA

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