Select Portfolio Management Inc.

Select Portfolio Management Inc. (CRD# 107228) is a financial advisory firm headquartered in Aliso Viejo, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Select Portfolio Management Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Gary R. McCarver
CRD#: 866341
26800 Aliso Viejo Parkway, Suite 150, Aliso Viejo, CA 92656
96
Wealthminder
score

Gary McCarver (CRD# 866341) is an Investment Advisor Representative working at Select Portfolio Management Inc. in Aliso Viejo, CA and has over 20 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.

2
Carin R. Amaradio
CRD#: 712800
26800 Aliso Viejo Parkway, Suite 150, Aliso Viejo, CA 92656
93
Wealthminder
score

Carin Amaradio (CRD# 712800) is an Investment Advisor Representative working at Select Portfolio Management Inc. in Aliso Viejo, CA and has over 33 years of experience in the finance industry.

3
Mark E. Goldsmith
CRD#: 1740865
26800 Aliso Viejo Parkway, Suite 150, Aliso Viejo, CA 92656
83
Wealthminder
score

Mark Goldsmith (CRD# 1740865) is an Investment Advisor Representative working at Select Portfolio Management Inc. in Aliso Viejo, CA and has over 22 years of experience in the finance industry.

4
Daniel Amaradio
CRD#: 1571991
26800 Aliso Viejo Parkway, Suite 150, Aliso Viejo, CA 92656
74
Wealthminder
score

Daniel Amaradio (CRD# 1571991) is an Investment Advisor Representative working at Select Portfolio Management Inc. in Aliso Viejo, CA and has over 30 years of experience in the finance industry. Daniel Amaradio 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.

5
Park E. Randazzo
CRD#: 5287963
26800 Aliso Viejo Parkway, Suite 150, Aliso Viejo, CA 92656
73
Wealthminder
score

Park Randazzo (CRD# 5287963) is an Investment Advisor Representative working at Select Portfolio Management Inc. in Aliso Viejo, CA and has over 10 years of experience in the finance industry.

6
Semir M. Amin
CRD#: 1741206
26800 Aliso Viejo Parkway, Suite 150, Aliso Viejo, CA 92656
71
Wealthminder
score

Semir Amin (CRD# 1741206) is an Investment Advisor Representative working at Select Portfolio Management Inc. in Aliso Viejo, CA and has over 30 years of experience in the finance industry.

7
Anthony J. Amaradio
CRD#: 856933
26800 Aliso Viejo Parkway, Suite 150, Aliso Viejo, CA 92656
38
Wealthminder
score

Anthony Amaradio (CRD# 856933) is an Investment Advisor Representative working at Select Portfolio Management Inc. in Aliso Viejo, CA and has over 33 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.