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Delmar Mckinney

Concorde Asset Management, LLC
43 Years of Experience
Taylor, TX
8 DisclosuresBrokerSells Insurance
View SEC Summary
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Delmar Mckinney is a registered investment advisor at Concorde Asset Management, LLC, based in Taylor, TX, with 43 years of industry experience. Delmar is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 3,705 clients with $600M in assets under management.

Concorde Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
78 advisors
Number of Clients
3,705 clients
Average Client Portfolio
$162K average
Assets Under Management
$598.4M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Total fees typically range from 1% to 2% annually for standard management and up to 2.25% for discretionary UMA programs including platform and manager fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

700 N. Main Street, Suite 104, Taylor, TX, 76574

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History

Regulatory History (8)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2012
Settled
Customer Dispute
July 2008
Denied
Customer Dispute
September 2004
Denied
Customer Dispute
August 2003
Denied
Customer Dispute
December 2002
Denied
Customer Dispute
December 2002
Settled
Customer Dispute
October 2002
Settled
Customer Dispute
April 1994
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Delmar owns an office building and is a Registered Representative for EAGLE Wealth Management Group LLC, spending full-time hours on securities-related activities. He is also an insurance agent selling life insurance, fixed annuities, and LTC insurance through Concorde Insurance Agency, and an Investment Advisor Rep for Concorde Asset Management, LLC, dedicating minimal time to each.

Employment History
Current Registrations
Concorde Asset Management, LLC
April 2020 - Present · 6 yrs 6 mos
Concorde Investment Services, LLCBroker
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
Concorde Asset Management, LLC
May 2016 - December 2018 · 2 yrs 7 mos
First Allied Advisory Services, INC.
July 2012 - March 2016 · 3 yrs 8 mos
First Allied Securities, INC.
September 2008 - July 2012 · 3 yrs 10 mos
First Allied Securities, INC.Broker
April 2008 - March 2016 · 7 yrs 11 mos
Edward Jones
March 2007 - April 2008 · 1 yr 1 mo
Edward JonesBroker
July 1985 - April 2008 · 22 yrs 9 mos
Shearson Lehman Brothers INC.Broker
September 1983 - July 1985 · 1 yr 10 mos
State Registrations12 states
ARCACOFLIAINNHNMOKPATXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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