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Travis John Mcshane

Eclectic Associates, Inc.

Fullerton, CA

CRD 6177489

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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
CA RA APPROVED 2025-01-01
TX RA APPROVED 2016-01-14
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2016-01-14

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 03/2013 Present
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Travis Mcshane

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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