Donald McAlvanyCRD 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.
Securities America Advisors, Inc.
Swan Global Investments, LLC
Evergreen Wealth Advisors
|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|
Total Assets Under Management68MILLIONS
Total Number of Accounts245ACCOUNTS
Average Account Value$279,317
- A percentage of assets under your management
- 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)
AZ, CA, CO, FL, GA, ID, LA, MT, NC, NE, OH, OR, TN, TX, VA, WA
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