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Amber Michelle Shrosbree

Eclectic Associates, Inc.

Fullerton, CA

CRD 7425215

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Employer firm

Eclectic Associates, Inc. CRD 111041

$1.47B regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Eclectic Associates, Inc.

1440 North Harbor Blvd. Suite 220, Fullerton, CA 92835 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-11-09
CA RA APPROVED 2021-08-18
  • TX RA
    APPROVED
    Since 2021-11-09
  • CA RA
    APPROVED
    Since 2021-08-18

Branch Locations

1440 North Harbor Blvd. Suite 220, Fullerton, CA 92835 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eclectic Associates, Inc. Fullerton CA 09/2018 Present
Integrated Procurement Technologies Goleta CA 01/2018 09/2018
Westmont College Montecito CA 09/2014 12/2017
  • 09/2018 → Present
    Eclectic Associates, Inc.
    Fullerton, CA
  • 01/2018 → 09/2018
    Integrated Procurement Technologies
    Goleta, CA
  • 09/2014 → 12/2017
    Westmont College
    Montecito, CA
Designations
  • Certified Financial Planner
Other Names
  • Amber Rojas

View on SEC IAPD

Nearby Firms

LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.

Nearby Investors

Lisa Jung Hwa An
Kevin Lin
Hongjian Zeng

Nearby Offices

LPL ENTERPRISE, LLC · ORANGE, CA
LPL FINANCIAL LLC · GARDEN GROVE, CA
OSAIC INSTITUTIONS, INC. · Garden Grove, CA

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