Bradley McConkey, financial advisor Dallas TX
96 score

Bradley McConkey

CRD Number: 3060178
Current Firm: Frontier Investment Management Co

Bradley McConkey (CRD# 3060178) is an Investment Advisor Representative working at Frontier Investment Management Co in Dallas, TX and has over 18 years of experience in the finance industry. Bradley McConkey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Frontier Investment Management Co Dallas, TX Jan 2013 - Current 3
Fidelity Brokerage Services LLC Dallas, TX Oct 2000 - Dec 2012 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S66 NASAA Uniform Combined State Law Examination Apr 2003
Contact Info for Bradley E. McConkey
Phone Number: 972-934-2590
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,589
    MILLIONS
  • Total Number of Accounts
    2,418
    ACCOUNTS
  • Average Account Value
    $657,210
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, KS, LA, MN, MO, MS, MT, NC, NE, NM, NY, OK, OR, PA, SC, TN, TX, VA, VI, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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