Kevin McIntoshCRD Number: 4253079
Current Firm: City National Rochdale
Kevin McIntosh (CRD# 4253079) is an Investment Advisor Representative working at City National Rochdale in Elizabeth, CO and has over 19 years of experience in the finance industry.
Voya Financial Advisors, Inc.
Thrivent Advisor Network, LLC
|Curian Clearing LLC||Denver, CO||Nov 2010 - Current||10|
|Curian Capital, LLC||Denver, CO||Nov 2010 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2001|
|S65||NASAA Investment Advisors Law Examination||Dec 2005|
Total Assets Under Management43,236MILLIONS
Total Number of Accounts30,865ACCOUNTS
Average Account Value$1,400,810
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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