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.
Western Wealth Management LLC
Rightpath Investments & Financial Planning, Inc.
|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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