Direct Phone: 858-860-8804
Direct Fax: 608-236-7196
Located in: San Diego, CA
Covers: CA, ID, MT, NE, NM, OR, UT, WA, WY
Check the background of this investment professional on FINRA BrokerCheck.
The pursuit of helping others is what drives me every day! For the past 27 years, I’ve been helping individuals, families and small business owners; navigate successfully and seek their financials objectives. Whether is in my professional life or my personal one, I strive for others to succeed. This passion, mixed with my experience, has allowed me to deliver a highly dedicated individualized client experience and satisfaction.
My focus with every client is to establish a long-term relationship by understanding the importance of their lives, family, and their assets.
“When the client leaves my office, I want them to feel that no one is going to care more about their financial goals, that does not share their last name, than I.”
My services include, but are not limited to: Wealth Management, Retirement Services, Insurance & Estate Planning, Alternative Investments, College Funding. I currently hold FINRA series 7, 63 and 65 registered with LPL Financial. In addition to life/health, long term-care licenses in California, Washington, and Idaho.
Carlos Carrillo is a financial advisor with LPL Financial.
California Resident Insurance Agent Information
Name as filed with the CA Insurance Commission: Carlos Carrillo
State of Domicile and Principal Place of Business: California / PenFed Credit Union, 9494 Miramar Rd. San Diego, CA 92126
CA Insurance Lic. # 0805467
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. PenFed Credit Union and PenFed Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PenFed Wealth Management and may also be employees of PenFed Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PenFed Credit Union or PenFed Wealth Management. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency||Not Credit Union Guaranteed||Not Credit Union Deposits or Obligations||May Lose Value|
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney. The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.