James I. Moore

ECLECTIC ASSOCIATES

Gunter, TX

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CRD#: 6652719

Professional summary

James Ira Moore, CFP® is a registered financial advisor currently at ECLECTIC ASSOCIATES, INC. located in Gunter, Texas.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. James has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Ira Moore's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2016

Experience

Current

May 23, 2016 - Present

ECLECTIC ASSOCIATES, INC.

RIA

CRD#: 111041

Gunter, TX

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
(5/23/2016)

IAR

Texas
(11/13/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

ECLECTIC ASSOCIATES, INC.

ECLECTIC ASSOCIATES INC | ECLECTIC ASSOCIATES, INC.

CRD#: 111041 / SEC#: 801-21175

RIA

Registered Investment Advisory firm - (5/14/1984 Approved)

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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

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ECLECTIC ASSOCIATES, INC. FORM ADV PART 2 (3/4/2025)

Regulatory assets under management

Total Number of Accounts	3,743
AUM (Assets Under Management)	$ 1,224,507,399

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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James I. Moore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Ira Moore's CRS (Customer Relationship Summary).

Certified licenses

Experience

ECLECTIC ASSOCIATES, INC.

Primary Firm SEC Registration

ECLECTIC ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Current Firm

ECLECTIC ASSOCIATES, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ECLECTIC ASSOCIATES, INC.

TRUST BUT VERIFY

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