Delmar Vernice Mckinney

Concorde Asset Management, LLC

42 Years of Experience

8 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Concorde Asset Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

75 advisors

Number of Clients

3,253 clients

Average Client Portfolio

$151K average

Assets Under Management

$489.9M

Fee Structure

Minimum Investment:$20K

Financial Planning:Investment management only

Location

3909 Research Park Drive, Suite 200, Ann Arbor, MI, 48108

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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 Report How 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 · 5 yrs 10 mos

Concorde Investment Services, LLCBroker

March 2016 - Present · 9 yrs 11 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

Exams

No exam information available for this advisor.