Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kenneth MacLeod is a financial advisor with Eclectic Associates, Inc., located in Fullerton, CA. David is registered in California and Texas and has been working with the firm since 2010. David holds the Certified Financial Planner and Chartered Financial Analyst designations. Eclectic Associates, Inc. provides financial planning services to individuals, businesses, and charitable organizations. David specializes in providing investment advice to high-net-worth individuals, charitable organizations, and pension and profit sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/14/2016 - Present
Eclectic Associates, Inc. (FULLERTON CA)
Active
Inactive
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