Maurice McKinney, financial advisor Taylor TX
84 score

Maurice McKinney

CRD Number: 1036808
Current Firm: Concorde Asset Management, LLC

Maurice McKinney (CRD# 1036808) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Taylor, TX and has over 34 years of experience in the finance industry.

Similar Advisors
Brett Bidwell, financial advisor Taylor TX
Brett C. Bidwell
CRD# 4349024
C.m.bidwell & Associates Ltd
Score
107
Similar Advisors
Spencer Corzine, financial advisor Taylor TX
Spencer M. Corzine
CRD# 2940880
Wall Street Financial Group, Inc.
Score
103
Similar Advisors
Pamela Friedman, financial advisor Taylor TX
Pamela H. Friedman
CRD# 2709432
Silicon Hills Wealth Management
Score
103
Professional Designations
Company Name Location Dates Years
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
Questar Capital Corporation Georgetown, TX Dec 2006 - Apr 2008 1
Usallianz Securities, Inc. Minneapolis, MN Dec 2005 - Apr 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1982
S65 NASAA Investment Advisors Law Examination Nov 1995
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, 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:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Maurice W. McKinney
Phone Number: 248-824-6710
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    236
    MILLIONS
  • Total Number of Accounts
    2,048
    ACCOUNTS
  • Average Account Value
    $114,992
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Maurice McKinney and other advisors.
BADGES
84

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.