Russell
Hall

Eclectic Associates, Inc

CRD#5426788
Investment Advisor
in Fullerton, CA

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About this Advisor

Russell Hall is a certified financial planner operating in Fullerton, California, with 16 years of relevant experience. Hall works at Eclectic Associates, Inc. They have been employed by Eclectic Associates, Inc for their entire career. Hall is registered to advise clients in California and Texas. Eclectic Associates, Inc is a registered investment business operating out of Fullerton, CA. It manages $923 million in assets under management among its 3,132 accounts, making it one of the larger firms in the United States by assets under management. The firm serves 13 charitable organizations. Of its 3,132 customer accounts, 31% are held by high-net-worth individuals who have at least $1 million in assets. Eclectic Associates, Inc offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice vary depending on the financial services offered. Fees charged by Eclectic Associates, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1440 North Harbor Blvd. Suite 220
Fullerton, CA 92835

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Eclectic Associates, Inc Brokerage Details

Total Assets Under Management

$923,395,271

CA Average: $7,578,581,321
Total Number of Employees

15

CA Average: 43
Total Number of Accounts

3,132

CA Average: 3,727
Average Account Size

$294,826

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Russell Hall Work History

Russell has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Eclectic Associates Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Russell Hall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eclectic Associates, Inc

Travis Mcshane
Fullerton, CA
Amber Shrosbree
Fullerton, CA
Aimee Calderon
Fullerton, CA
David Macleod
Fullerton, CA
James Moore
Gunter, TX
Russell Hall
Fullerton, CA
Scott Rojas
Fullerton, CA
Carl Lachman
Fullerton, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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