Unclaimed Profile

Rebekah Mcshane

ECLECTIC ASSOCIATES, INC.·FULLERTON, California

Clean recordECLECTIC ASSOCIATES, INC.

1440 NORTH HARBOR BLVD., FULLERTON, CA 92835CRD# 7338880Firm CRD# 111041

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rebekah Mcshane · FULLERTON, CA

Registration

CRD #7338880 · ECLECTIC ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rebekah Mcshane 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ECLECTIC ASSOCIATES, INC.

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ECLECTIC ASSOCIATES, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7338880

Firm CRD# 111041

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rebekah Mcshane offer?

Rebekah Mcshane specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FULLERTON, California for a consultation.

What are Rebekah Mcshane's credentials?

Rebekah Mcshane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rebekah Mcshane located?

Rebekah Mcshane is based in FULLERTON, California, working with ECLECTIC ASSOCIATES, INC.. Their office serves clients in the FULLERTON metropolitan area and surrounding communities.

How does Rebekah Mcshane charge for services?

Rebekah Mcshane'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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