Delmar McKinneyCRD Number: 1186853
Current Firm: Concorde Asset Management, LLC
Delmar McKinney (CRD# 1186853) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Taylor, TX and has over 33 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Silicon Hills Wealth Management
|Concorde Asset Management, LLC||Livonia, MI||Mar 2016 - Current||1|
|Concorde Investment Services, LLC||Livonia, MI||Mar 2016 - Current||1|
|First Allied Advisory Services, Inc.||Chesterfield, MO||Jul 2012 - Mar 2016||3|
|First Allied Securities, Inc.||San Diego, CA||Apr 2008 - Mar 2016||7|
|Edward D. Jones & Company, LP||Taylor, TX||Jul 1985 - Apr 2008||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management236MILLIONS
Total Number of Accounts2,048ACCOUNTS
Average Account Value$114,992
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI
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