Gary Mccarver
Gary Mccarver is a CFP-designated registered investment advisor at Select Money Management, INC., based in Aliso Viejo, CA, with 26 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,031 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees range between 0.70% and 2.20% depending on asset allocation strategy, assets under management, complexity, and circumstances. Fees are negotiable.
Fee Estimator
Location
120 Vantis Dr, Suite 440, Aliso Viejo, CA, 92656
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is involved in financial planning, insurance marketing/sales/training, and website design. He also sells annuities and life insurance products, and spends minimal time as a published playwright/author/director.
Employment History
Current Registrations
Select Money Management, INC.
Signature Estate Securities, LLC
Seia
Signature Estate Securities, LLCBroker
Previous Registrations
Select Money Management, INC.
Securities Equity GroupBroker
Select Portfolio Management INC
Select Money Management, INC.
World Capital Brokerage, INC.Broker
Investment Research CORP
Capital Growth ResourcesBroker
Investors Capital CORP.Broker
Royal American Financial Advisors, LLC
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Nylife Securities INC.Broker
Fimco Securities Group, INC.Broker
Quest Capital Strategies, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Daniel Amaradio, CFPSelect Money Management, INC.
- Mark GoldsmithSelect Money Management, INC.
- Semir AminSelect Money Management, INC.
- Anthony AmaradioSelect Money Management, INC.
- Jerome Greene, CFPJg Wealth Management, LLC
- Solomon Stewart, CFAWealthspire Retirement Advisory