Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Delmar? Claim Your ProfileDelmar McKinney, a financial professional with over 39 years of experience, specializes in offering financial guidance and investment management services. Delmar has held registrations with multiple firms, including Edward Jones and First Allied Securities, Inc. Currently, Delmar is a Registered Representative and Investment Advisor Representative at Concorde Asset Management, LLC, providing a range of financial solutions tailored to individual and business needs.
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.
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.
Promoter fees from other advisors
1
2
TX
04/08/2020 - Present
Concorde Asset Management, LLC (Georgetown TX)
TX
04/22/2008 - 03/08/2016
FIRST ALLIED SECURITIES, INC. (TAYLOR TX)
TX
07/10/1985 - 04/23/2008
EDWARD JONES (TAYLOR TX)
NA
09/21/1983 - 07/22/1985
SHEARSON LEHMAN BROTHERS INC.
BOTH
Issued 02/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Delmar McKinney is the right advisor for you? Invested Better is here to help.
