Delmar McKinney, financial advisor Georgetown TX

Delmar McKinney

CRD Number: 1186853
Current Firm: Concorde Asset Management, LLC

Delmar McKinney (CRD# 1186853) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Georgetown, TX and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Concorde Investment Services, LLC Livonia, MI Mar 2016 - Current 8
Concorde Asset Management, LLC Livonia, MI Mar 2016 - Current 8
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - Mar 2016 3
First Allied Securities, Inc. San Diego, CA Apr 2008 - Mar 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
S66 NASAA Uniform Combined State Law Examination Feb 2007
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Delmar V. McKinney
Phone Number: 248-824-6710
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    306
    MILLIONS
  • Total Number of Accounts
    2,371
    ACCOUNTS
  • Average Account Value
    $128,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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