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 21 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
Rs Crum Inc.
|Securities Equity Group||Aliso Viejo, CA||Oct 2012 - Current||5|
|Select Portfolio Management, Inc.||Aliso Viejo, CA||Jun 2012 - Current||5|
|Select Money Mangement, Inc.||Aliso Viejo, CA||May 2012 - Current||5|
|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|
|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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.