Donald McAlvany, financial advisor Durango CO

Donald McAlvany

CRD Number: 324482
Current Firm: Mcalvany Wealth Management, LLC

Donald McAlvany (CRD# 324482) is an Investment Advisor Representative working at Mcalvany Wealth Management, LLC in Durango, CO and has over 32 years of experience in the finance industry.

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Evergreen Wealth Advisors
Company Name Location Dates Years
Mcalvany Wealth Management, Lllp Durango, CO Dec 2007 - Current 14
International Collectors Associates Durango, CO Sep 1980 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Donald S. McAlvany
Phone Number: 866-211-8970
Firm Website: http://www.mwealthm.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    68
    MILLIONS
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $279,317
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, ID, LA, MT, NC, NE, OH, OR, TN, TX, VA, WA

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