AdvisorOS Directory
Claim Profile
Unclaimed Profile
DM

David Kenneth Macleod

ECLECTIC ASSOCIATES, INC.·FULLERTON, California
Clean record17 years registeredECLECTIC ASSOCIATES, INC.
1440 NORTH HARBOR BLVD., FULLERTON, CA 92835CRD# 4983822Firm CRD# 111041

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Kenneth Macleod · FULLERTON, CA
Registration
CRD #4983822 · ECLECTIC ASSOCIATES, INC. · 17 years registered
Brand Profile
Not yet started
01

Career History

ECLECTIC ASSOCIATES, INC.
Aug 2009 – present
02

Registrations & Exams

Registration record
First registered · August 7, 2009
Years registered · 17
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

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

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
05

Frequently Asked Questions

What services does David Kenneth Macleod offer?
David Kenneth Macleod specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FULLERTON, California for a consultation.
What are David Kenneth Macleod's credentials?
David Kenneth Macleod is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Kenneth Macleod located?
David Kenneth Macleod is based in FULLERTON, California, working with ECLECTIC ASSOCIATES, INC.. Their office serves clients in the FULLERTON metropolitan area and surrounding communities.
How does David Kenneth Macleod charge for services?
David Kenneth Macleod'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 at ECLECTIC ASSOCIATES, INC.

Scott Andrew Rojas
FULLERTON, CA
Carl Wesley Roger Lachman
FULLERTON, CA
Aimee E. Calderon
FULLERTON, CA
David Kimber Little
FULLERTON, CA
Russell William Hall
FULLERTON, CA
Travis John Mcshane
FULLERTON, CA

More Advisors in FULLERTON, California

Todd Michael Crane
CRANE ADVISORY LLC·FULLERTON, CA
CFPCFA
Donald Scott Crane
CRANE ADVISORY LLC·FULLERTON, CA
CFPCFA
James Patrick Ripley
RICHEY ADVISORS, INC.·FULLERTON, CA
J Hugh Richey
RICHEY ADVISORS, INC.·FULLERTON, CA
Donald Bradford Crane
CRANE ADVISORY LLC·FULLERTON, CA
CFP
Alex Joseph Crane
CRANE ADVISORY LLC·FULLERTON, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile