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Carl W.r. Lachman

Eclectic Associates, Inc.

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About Carl W.r. Lachman

Carl W.r. Lachman is a Certified Financial Planner® and has been in the industry since November 2003. Carl is registered with Eclectic Associates, Inc. in California and Texas. Carl has a Series 65 license and specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Carl Lachman is currently registered with Eclectic Associates, Inc.. Eclectic Associates, Inc. is an investment advisor registered with the SEC and located in Fullerton, CA. They manage over $1 billion in assets for individuals, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. Their services include financial planning and portfolio management. They also have a presence on social media, including LinkedIn, Facebook, and YouTube.
Eclectic Associates, Inc.

1440 NORTH HARBOR BLVD.

FULLERTON, CA 92835

$1.05B

Assets Under Management

8

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carl Lachman’s Registration & Firm History

CA

01/14/2016 - Present

Eclectic Associates, Inc. (FULLERTON CA)

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Licenses & Designations

IA

Issued 08/05/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carl W.r. Lachman.
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