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Marcia Nash Lachman

ECLECTIC ASSOCIATES, INC.·FULLERTON, California
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1440 NORTH HARBOR BLVD., FULLERTON, CA 92835CRD# 6649957Firm CRD# 111041
01

About

Marcia Nash 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.

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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# 6649957
Firm CRD# 111041
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marcia Nash Lachman offer?
Marcia Nash Lachman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FULLERTON, California for a consultation.
What are Marcia Nash Lachman's credentials?
Marcia Nash Lachman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marcia Nash Lachman located?
Marcia Nash 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 Marcia Nash Lachman charge for services?
Marcia Nash 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 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
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