Carey David Mcclure
Investment adviser representative at Forest Capital
36 yearsExperience
1 stateRegistered in
PFSDesignation
$143.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
36 years in the industry.
- Forest CapitalJun 2024 to now
- Forest Capital Operating Company LLCJun 2024 to now
- National Planning CorporationMay 2000 to now
- Mcclure, Cpa, P.A.Jun 1990 to now
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (NC).
Forest Capital
Legal name: Forest Capital Operating Company LLC
$143.2MAssets managed
155Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4194240
- Firm CRD
- 325514