Carlos Oblites, financial advisor San Diego CA

Carlos Oblites

CRD Number: 5350645
Current Firm: Chandler Asset Management Inc.

Carlos Oblites (CRD# 5350645) is an Investment Advisor Representative working at Chandler Asset Management Inc. in San Diego, CA and has over 16 years of experience in the finance industry.

Similar Advisors
Thomas Blottenberger, financial advisor San Diego CA
Thomas E. Blottenberger
CRD# 5769283
Paradigm Shift Financial, LLC
Similar Advisors
Mark Richards, financial advisor San Diego CA
Mark W. Richards
CRD# 2730478
Madison Avenue Securities, LLC
Similar Advisors
Kevin Christensen, financial advisor San Diego CA
Kevin D. Christensen
CRD# 5621865
Lpl Financial LLC
Company Name Location Dates Years
Chandler Asset Management San Diego, CA Jul 2020 - Current 3
Chandler Asset Management, Inc. San Diego, CA Jan 2017 - Jul 2020 3
Central Marin Sanitation Agency San Rafael, CA Sep 2015 - Jan 2017 1
Pfm Fund Distributors, Inc. Harrisburg, PA May 2007 - Sep 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Sep 2017
Contact Info for Carlos M. Oblites
Phone Number: 858.546.3737
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    35,804
    MILLIONS
  • Total Number of Accounts
    1,104
    ACCOUNTS
  • Average Account Value
    $32,430,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.