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 32 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 21 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 29 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 9 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 29 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 32 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.