Carlos Márquez is a registered investment advisor, based in San Diego, CA, with 16 years of industry experience.
Location
6225 Lusk Boulevard, San Diego, CA, 92121
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Chandler Distribution Services, LLCBroker
September 2025 - Present · 7 mos
Chandler Asset Management INC
September 2017 - Present · 8 yrs 7 mos
Previous Registrations
Pfm Fund Distributors, INC.Broker
August 2007 - September 2015 · 8 yrs 1 mo
State Registrations3 states
CAFLNV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.