Kevin McBarron, financial advisor Coronado CA
58 score

Kevin McBarron

CRD Number: 1282026
Current Firm: Union Capital Company

Kevin McBarron (CRD# 1282026) is an Investment Advisor Representative working at Union Capital Company in Coronado, CA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Union Capital Company Tucson, AZ Dec 2015 - Current < 1
Metlife Securities Inc. San Diego, CA Jan 2015 - Dec 2015 < 1
New England Securities San Diego, CA Nov 2012 - Jan 2015 2
Sii Investments, Inc. Lake Forest, CA Nov 2002 - Nov 2012 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1989
S65 NASAA Investment Advisors Law Examination Oct 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Kevin W. McBarron
Phone Number: 520-664-2001
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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