Gary Raymond Mccarver

Employer firm

Select Money Management, Inc. CRD 153256

$1.80B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 10/2025
  Select Portfolio Management, Inc.
  Aliso Viejo, CA
• 05/2012 → Present
  Select Money Mangement, Inc.
  Aliso Viejo, CA
• 10/2012 → 10/2025
  Securities Equity Group
  Aliso Viejo, CA
• 10/2025 → Present
  Seia Llc
  Los Angeles, CA
• 10/2025 → Present
  Ses Llc
  Los Angeles, CA

Previous Registrations

• 2013-02-11 → 2025-12-31
  Select Money Management, Inc.
  Los Angeles, CA
• 2012-05-31 → 2025-10-19
  Select Portfolio Management Inc
  Aliso Viejo, CA
• 2012-05-31 → 2012-12-31
  Select Money Management, Inc.
  Los Angeles, CA
• 2009-04-06 → 2010-11-23
  Investment Research Corp
  San Juan Capistrano, CA
  Denver, CO
• 2000-02-23 → 2008-05-16
  Royal American Financial Advisors, Llc
  Menifee, CA

Other Businesses

(www.mygoalplan.com) (www.financialmasterclass.com)(www.ontargetretirement.com) 33086 Regatta, SJC, CA 92675 NATURE OF BUSINESS: FINANCIAL PLANNING, INSURANCE MARKETING/SALES/TRAINING-THIS IS NOT AN INVESTMENT COMPANY START DATE WITH COMPANY: 1/1/2009 TITLE: OWNER DUTIES: GENERAL FINANCIAL PLANNING SERVICES, WEBSITE DESIGN & TRAINING HOURS PER MONTH: 20 HRS INDEPENDENT INSURANCE AGENT SJC, CA 92675 NATURE OF BUSINESS: INSURANCE MARKETING/SALES/TRAINING - NOT AN INVESTMENT COMPANY START DATE: 4/1/1997 TITLE: INDEPENDENT INSURANCE AGENT DUTIES: SALE OF ANNUITIES AND LIFE INSURANCE PRODUCTS 10 HOURS PER MONTH: 15 HRS WEBSITE DESIGN & WEBMASTER SERVICES (WWW.SIMPLYGREATWEBSITES.COM) SJC, CA 92675 NATURE OF BUSINESS: WEBSITE DESIGN - NOT AN INVESTMENT COMPANY START DATE WITH COMPANY: 12/1/2002 TITLE: INDEPENDENT CONTRACTOR DUTIES: DESIGN WEBSITES HOURS PER MONTH: 20 HRS PUBLISHED PLAYWRIGHT/AUTHOR/DIRECTOR - 5 HOURS PER MONTH, SJC CA SEIA LLC , SMM Inc POSITION: Director of Financial Planning / IAR, NATURE: RIA, INVESTMENT RELATED: Yes, NUMBER OF HOURS: 160, SECURITIES TRADING HOURS: 120, START DATE: 10/17/2025 ADDRESS: 120 Vantis Dr, Suite 440, Aliso Viejo CA 92656, United States DESCRIPTION: RIA sales & service Licensed Insurance Producer Position: Licensed Insurance Producer, Nature: Insurance, Investment Related: Yes, Number of Hours: 20, Securities Trading Hours: 10, Start Date: 10/17/2025 Address: 120 Vantis Dr, Suite 440, Aliso Viejo, CA 92656 Description: Insurance sales and service consistent with financial planning

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-30
• S63 Uniform Securities Agent State Law Examination
  1996-12-03

Designations

• Certified Financial Planner