Kevin McDonald, financial advisor Dillon CO
93 score

Kevin McDonald

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Kevin P. McDonald
Phone Number: 970-468-0654
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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