Carl W. Lachman
ECLECTIC ASSOCIATES
Fullerton, CA 92835
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CRD#: 4812617
Professional summary
Carl W.r. Lachman, CFP®, who also goes by Carl Wesley Roger Lachman, Carl W.r. Lachman, is a registered financial advisor currently at ECLECTIC ASSOCIATES, INC. located in Fullerton, California.
Carl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Carl has worked at 1 firm and has passed the Series 65 exam.
Biography
Carl Lachman loves to help people make good decisions about their money. It is a love that drives his work at Eclectic Associates and spurs him to volunteer to teach financial courses in the community. He feels gratified to see clients and class attendees alike grasp a concept and apply it successfully to their finances.
Carl actually started his working life as the owner of a graphic design company. He later found his niche as a financial advisor, but he still draws on his experience as a small business owner and consultant in working with Eclectic’s clients, particularly clients who own a business.
As a financial advisor, Carl provides comprehensive financial advice, including small business management and estate planning advice. As vice president, he helps manage the business side of Eclectic Associates, sharing in management decisions and advising the company president.
Question & Answer
What are your service offerings?
Retirement Income Management
Insurance Planning
Small Business Planning
Tax Planning
Comprehensive Financial Planni...
Estate Planning
Investment Planning
Retirement Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Business Owners
Charitable Giving
College/Education Planning
Estate & Generational Planning...
Retirement Planning & Distribu...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Carl Wesley Roger Lachman | Carl W.r. Lachman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Carl W.r. Lachman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
August 6, 2004 - Present
ECLECTIC ASSOCIATES, INC.
Office #1: 1440 North Harbor Blvd. Suite 220, Fullerton, CA 92835RIA
CRD#: 111041
Fullerton, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ECLECTIC ASSOCIATES, INC.
ECLECTIC ASSOCIATES INC | ECLECTIC ASSOCIATES, INC.
CRD#: 111041 / SEC#: 801-21175
RIA
Registered Investment Advisory firm - (5/14/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(8/6/2004)
IAR
Texas(1/14/2016)
Current Firm
ECLECTIC ASSOCIATES, INC.
ECLECTIC ASSOCIATES INC | ECLECTIC ASSOCIATES, INC.
CRD#: 111041 / SEC#: 801-21175
RIA
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Contact information
Main Address
1440 North Harbor Blvd. Suite 220, Fullerton, CA 92835
Mailing Address
Phone number
(714) 738-0220
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,743 |
| AUM (Assets Under Management) | $ 1,224,507,399 |
Red Flags
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