Gary McCarver, financial advisor Aliso Viejo CA
96 score

Gary McCarver

CRD 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.

Similar Advisors
James Skorheim, financial advisor Aliso Viejo CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Similar Advisors
Jeffrey Tilson, financial advisor Aliso Viejo CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Similar Advisors
Carol Somoano, financial advisor Aliso Viejo CA
Carol Somoano
CRD# 4972541
Asset Planning, Inc.
Professional Designations
Company Name Location Dates Years
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
Contact Info for Gary R. McCarver
Phone Number: 949-975-7900
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Gary McCarver and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.