James
Moore
Eclectic Associates, Inc
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About this Advisor
James Moore is a certified financial planner operating out of Gunter, Texas with 7 years of relevant experience. Moore is an advisor for Eclectic Associates, Inc. Throughout their career, Moore has worked at Eclectic Associates and Evangelical Christian Credit Union. Moore is registered to operate in California and Texas. Eclectic Associates, Inc is an advisory company headquartered in Fullerton, CA. It controls $923 million in assets under management between its 3,132 accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm serves 13 charities and foundations. Of its 3,132 accounts, 31% are associated with high-net-worth investors who have greater than $1 million in investable assets. The firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees largely are based on the type of services provided. Fee types charged by Eclectic Associates, Inc can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eclectic Associates, Inc Brokerage Details
$923,395,271
15
3,132
$294,826
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Moore Work History
James has been registered as a financial advisor for 7 years.*
Eclectic Associates
Eclectic Associates
Evangelical Christian Credit Union
*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 James Moore 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
Fullerton, CA
Fullerton, CA
Fullerton, CA
Fullerton, CA
Gunter, TX
Fullerton, CA
Fullerton, CA
Fullerton, CA
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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.
