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Paul David McConkey

Lasalle ST. Investment Advisors, LLC

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About Paul David McConkey

Paul McConkey has been in the financial services industry since December 4, 1983. Paul is currently registered with LaSalle St. Investment Advisors, LLC in Elmhurst, IL. Paul has been with LaSalle St. Investment Advisors, LLC since May 2020. Previous employers include CADARET, GRANT & CO., INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LINCOLN FINANCIAL ADVISORS CORPORATION, and PRUCO SECURITIES CORPORATION. Paul holds a Series 6, Series 26, Series 63, and SIE license.

Firm Information

Paul McConkey is currently registered with Lasalle ST. Investment Advisors, LLC. Lasalle ST. Investment Advisors, LLC, based in Elmhurst, IL, is an investment advisor with over 134 investment advisor representatives. They provide financial planning and portfolio management services to a range of clients including individuals, corporations, charitable organizations, and pension plans. The firm has over $3.4 billion in regulatory assets under management.
Lasalle ST. Investment Advisors, LLC

940 N. INDUSTRIAL DR.

ELMHURST, IL 60126-1131

$3.48B

Assets Under Management

Not reported

Total Clients

143

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul McConkey’s Registration & Firm History

IL

05/15/2020 - Present

Lasalle ST. Investment Advisors, LLC (ELMHURST IL)

PA

11/04/2005 - 05/18/2020

CADARET, GRANT & CO., INC. (NEW CASTLE PA)

IN

08/17/1992 - 11/17/2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

IN

08/14/1992 - 11/17/2005

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

NJ

12/05/1983 - 09/21/1992

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 05/25/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul David McConkey.
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