Kevin McDonaldCRD Number: 5410208
Current Firm: New Path Capital Advisors
Kevin McDonald (CRD# 5410208) is an Investment Advisor Representative working at New Path Capital Advisors in Dillon, CO and has over 10 years of experience in the finance industry.
Zidel Financial Inc.
Rightpath Investments & Financial Planning, Inc.
Lara, May & Associates, LLC
|New Path Capital Advisors||Silverthorne, CO||Oct 2007 - Current||10|
|None||Silverthorne, CO||Feb 2005 - Oct 2007||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2007|
Total Assets Under Management12MILLIONS
Total Number of Accounts137ACCOUNTS
Average Account Value$91,190
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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