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Carey David Mcclure

FOREST CAPITAL OPERATING COMPANY LLC·CONCORD, North Carolina
Series 7, Series 63, Series 65Clean record14 years registeredFOREST CAPITAL OPERATING COMPANY LLC
300 MCGILL AVE NW STE 200, CONCORD, NC 28027CRD# 4194240Firm CRD# 325514

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carey David Mcclure · CONCORD, NC
Registration
CRD #4194240 · FOREST CAPITAL OPERATING COMPANY LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

FOREST CAPITAL
Jun 2024 – present
FOREST CAPITAL
May 2012 – Dec 2012
CHARLOTTE, NC
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · May 15, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FOREST CAPITAL OPERATING COMPANY LLC
CRD 325514 · SEC 801-127542
AUM
$159M
Regulatory assets under management
Employees
4
297 client accounts
Services offered by FOREST CAPITAL OPERATING COMPANY LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FOREST CAPITAL OPERATING COMPANY LLC →
Introduction

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05

Frequently Asked Questions

What services does Carey David Mcclure offer?
Carey David Mcclure specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CONCORD, North Carolina for a consultation.
What are Carey David Mcclure's credentials?
Carey David Mcclure is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carey David Mcclure located?
Carey David Mcclure is based in CONCORD, North Carolina, working with FOREST CAPITAL OPERATING COMPANY LLC. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Carey David Mcclure charge for services?
Carey David Mcclure's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOREST CAPITAL OPERATING COMPANY LLC?
FOREST CAPITAL OPERATING COMPANY LLC has approximately 4 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FOREST CAPITAL OPERATING COMPANY LLC

Julien Binford Booth
CONCORD, NC

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Research
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