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Current Employers
Eckel Financial Advisors

8060 Sierra St, Fair Oaks, CA 95628 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-10
  • CA RA
    APPROVED
    Since 2025-03-10

Branch Locations

Palm Desert, CA • United States

8060 Sierra St, Fair Oaks, CA 95628 • 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
Eckel Financial Advisors San Diego CA 10/1995 04/2024
Eckel Financial Advisors Palm Desert CA 04/2024 Present
Previous Registrations
  • 2002-01-01 → 2025-03-07
    Eckel Financial Advisors
    Carlsbad, CA
    San Diego, CA
    Fair Oaks, CA
    Carlsbad, CA
  • 1996-01-01 → 1995-11-13
    Eckel Financial Advisors
    La Quinta, CA
Designations
Other Names
  • Lee Eckel

View on SEC IAPD

More in Palm Desert, CA

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