Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McGrath is a financial advisor with over 30 years of experience in the industry. Kevin is currently registered with D.a. Davidson & Co. Kevin has also held previous positions at Wedge Securities, LLC, WJB Capital Group, Inc., Cabrera Capital Markets, LLC, Collins Stewart LLC, Pacific Crest Securities LLC, Funds Distributor, Inc., UAM Fund Distributors, Inc., Smith Barney, Harris Upham & Co., Incorporated, and Dain, Bosworth Incorporated. Kevin provides a range of services including financial planning, pension consulting, educational seminars, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
07/27/2012 - Present
D.a. Davidson & Co. (DENVER CO)
CO
03/09/2012 - 07/23/2012
WEDGE SECURITIES, LLC (GREENWOOD VILLAGE CO)
CO
09/01/2011 - 01/05/2012
WJB CAPITAL GROUP, INC. (DENVER CO)
IL
04/15/2010 - 09/02/2011
CABRERA CAPITAL MARKETS, LLC (CHICAGO IL)
IL
08/10/2009 - 03/04/2010
COLLINS STEWART LLC. (CHICAGO IL)
OR
05/07/2004 - 07/15/2009
PACIFIC CREST SECURITIES LLC (PORTLAND OR)
ME
04/09/2001 - 09/04/2002
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
MA
02/06/1998 - 04/09/2001
UAM FUND DISTRIBUTORS, INC. (BOSTON MA)
NY
12/13/1985 - 04/03/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
09/21/1983 - 01/29/1986
DAIN, BOSWORTH INCORPORATED
BC
Issued 03/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
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