Carol Ashling O'boyle
Investment adviser representative at O'boyle Wealth Management, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$443.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- O'boyle Wealth Management, Inc.Mar 2013 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
O'boyle Wealth Management, Inc.
$443.9MAssets managed
410Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6231965
- Firm CRD
- 292849