Travis J. Mcshane
Professional summary
Travis John Mcshane, CFA, CFP®, who also goes by Travis Mcshane, is a registered financial advisor currently at ECLECTIC ASSOCIATES, INC. located in Fullerton, California.
Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Travis has worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Travis John Mcshane's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
April 2, 2013 - Present
ECLECTIC ASSOCIATES, INC.
Office #1: 1440 North Harbor Blvd. Suite 220, Fullerton, CA 92835Primary Firm SEC Registration
ECLECTIC ASSOCIATES, INC.
CRD#: 111041 / SEC#: 801-21175
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/2/2013)
(1/14/2016)
Exams
Current Firm
ECLECTIC ASSOCIATES, INC.
CRD#: 111041 / SEC#: 801-21175
Contact information
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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