Gary McCarverCRD Number: 866341
Current Firm: Select Portfolio Management Inc.
Gary McCarver (CRD# 866341) is an Investment Advisor Representative working at Select Portfolio Management Inc. in Aliso Viejo, CA and has over 19 years of experience in the finance industry. Gary McCarver has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Asset Planning, Inc.
|Securities Equity Group||Aliso Viejo, CA||Oct 2012 - Current||4|
|Select Portfolio Management, Inc.||Aliso Viejo, CA||Jun 2012 - Current||4|
|Select Money Mangement, Inc.||Aliso Viejo, CA||May 2012 - Current||4|
|Self Employed||San Juan Capistrano, CA||Jan 2009 - Jun 2012||3|
|Investment Research Corp||Denver, CO||Apr 2009 - Nov 2010||1|
|World Capital Brokerage, Inc.||Denver, CO||Apr 2009 - Nov 2010||1|
|Inovative Marketing Stratagies||San Diego, CA||Nov 2002 - Dec 2008||6|
|Royal American Insurance Services LLC||Menifee, CA||Mar 2000 - Dec 2007||7|
|Royal American Financial Advisors LLC||Temecula, CA||Feb 2000 - Dec 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1996|
|S65||NASAA Investment Advisors Law Examination||Dec 1998|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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