Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kimber Little is a financial professional with extensive experience in the industry, having been associated with Eclectic Associates, Inc. since December 1992. David is a Certified Financial Planner and a Chartered Financial Analyst. David's expertise has earned him a reputation as a trusted advisor, providing financial planning, and portfolio management services to individuals and businesses. David's commitment to delivering personalized financial guidance has garnered him recognition from clients, who value his specialized knowledge and dedication to their success.
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
10/15/2003 - Present
Eclectic Associates, Inc. (FULLERTON CA)
BC
Issued 04/13/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
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