Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis McShane is a financial advisor at Eclectic Associates, Inc. Travis has been working in the financial services industry since March 2013. Travis is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). Travis has been registered as an investment advisor representative in California since April 2013 and in Texas since January 2016. Travis provides financial planning, portfolio management for individuals and portfolio management for businesses. Eclectic Associates, Inc. has 9 licensed agents, 9 investment advisor representatives and manages $1,054,179,643 in assets. The firm provides financial planning services to individuals and businesses.
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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