AdvisorOS Directory
Claim Profile
CL

Carl Wesley Roger Lachman

ECLECTIC ASSOCIATES, INC.·FULLERTON, California
Unclaimed Profile
1440 NORTH HARBOR BLVD., FULLERTON, CA 92835CRD# 4812617Firm CRD# 111041
01

About

Carl Wesley Roger Lachman is a registered financial advisor based in FULLERTON, California, affiliated with ECLECTIC ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ECLECTIC ASSOCIATES, INC.
ECLECTIC ASSOCIATES, INC.
AUM
$1.1B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at ECLECTIC ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4812617
Firm CRD# 111041
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FULLERTON?

Browse all registered financial advisors in FULLERTON, California or claim this profile if it's yours.

Browse FULLERTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FULLERTON
Carl Jackson Camp — ECLECTIC ASSOCIATES, INC.Judith Dolan Camp — ECLECTIC ASSOCIATES, INC.Wofford Benjamin Camp — ECLECTIC ASSOCIATES INCDavid Kimber Little — ECLECTIC ASSOCIATES, INC.Robert James Kemp — KEMP FINANCIAL MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile