DM
Delmar V. Mckinney
CONCORDE ASSET MANAGEMENT
Taylor, TX 76574
Some features on this profile are disabled
CRD#: 1186853
DM
Professional summary
Delmar Vernice Mckinney II, CFP®, who also goes by Bo Mckinney, is a registered financial advisor currently at CONCORDE ASSET MANAGEMENT, LLC located in Taylor, Texas and CONCORDE INVESTMENT SERVICES, LLC located in Taylor, Texas.
Delmar is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Delmar has worked at 6 firms and has passed the Series 66, Series 63, Series 99TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bo Mckinney
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Office Building, 620 N Main St., Taylor, TX 76574, Investment Related. Real Estate (Rent/Invest/Develop); Start Date: 04/22/2008; 1-5 hrs/mo outside bus hours, 1-5 hrs/mo during bus hours. 2. EAGLE Wealth Management Group LLC, Investment related, Start Date: 2/21/2008, Taylor, TX. DBA for securities related activities. Registered Representative, Full time during trading hours. 3. Concorde Insurance Agency, Investment related, Taylor, TX. Insurance Agent; sales and service of life insurance, fixed annuities and LTC insurance, no client conflict. Start date 03/06/2016, 1-5 hours/month during non trading hours, 1-5 hours during trading hours. 4. Concorde Asset Management, LLC, Investment related, Taylor TX, Investment Advisor Rep, Start Date April 2020, 1-5 hours/month during non trading hours, 1-5 hours during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Delmar Vernice Mckinney II's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
April 8, 2020 - Present
CONCORDE ASSET MANAGEMENT, LLC
Office #1: 700 N. Main Street Suite 104, Taylor, TX 76574RIA
CRD#: 140367
Taylor, TX
Current
March 8, 2016 - Present
CONCORDE INVESTMENT SERVICES, LLC
Office #1: 700 N. Main Street Suite 104, Taylor, TX 76574BD
CRD#: 151604
Taylor, TX
Past
May 11, 2016 - December 31, 2018
CONCORDE ASSET MANAGEMENT, LLC
RIA
CRD#: 140367
Taylor, TX
Past
July 2, 2012 - March 22, 2016
FIRST ALLIED ADVISORY SERVICES, INC.
RIA
CRD#: 137888
TAYLOR, TX
Past
September 15, 2008 - July 2, 2012
FIRST ALLIED SECURITIES, INC.
RIA
CRD#: 32444
TAYLOR, TX
Past
April 22, 2008 - March 8, 2016
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
TAYLOR, TX
Past
March 2, 2007 - April 23, 2008
EDWARD JONES
RIA
CRD#: 250
TAYLOR, TX
Past
July 10, 1985 - April 23, 2008
EDWARD JONES
BD
CRD#: 250
TAYLOR, TX
Past
September 21, 1983 - July 22, 1985
LEHMAN BROTHERS INC.
BD
CRD#: 7506
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CONCORDE ASSET MANAGEMENT, LLC
CONCORDE ASSET MANAGEMENT LLC | CONCORDE ASSET MANAGEMENT, LLC
CRD#: 140367 / SEC#: 801-74519
RIA
Registered Investment Advisory firm - (4/19/2012 Approved)California
Registered Investment Advisory firm - (11/28/2012 Terminated)Colorado
Registered Investment Advisory firm - (11/29/2012 Terminated)Illinois
Registered Investment Advisory firm - (4/19/2012 Terminated)Indiana
Registered Investment Advisory firm - (11/5/2012 Terminated)Kansas
Registered Investment Advisory firm - (11/5/2012 Terminated)Michigan
Registered Investment Advisory firm - (11/27/2012 Terminated)Missouri
Registered Investment Advisory firm - (11/5/2012 Terminated)Ohio
Registered Investment Advisory firm - (11/7/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/7/2012 Terminated)Texas
Registered Investment Advisory firm - (11/5/2012 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(3/8/2016)
RR
California(3/9/2016)
RR
Colorado(6/22/2021)
RR
Florida(6/13/2023)
RR
Indiana(4/30/2025)
RR
Iowa(6/25/2021)
RR
New Hampshire(3/8/2016)
RR
New Mexico(3/8/2016)
RR
Oklahoma(3/14/2016)
RR
Pennsylvania(6/13/2023)
RR
Texas(3/8/2016)
IAR
Texas(4/8/2020)
RR
Washington(6/12/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CONCORDE ASSET MANAGEMENT, LLC
CONCORDE ASSET MANAGEMENT LLC | CONCORDE ASSET MANAGEMENT, LLC
CRD#: 140367 / SEC#: 801-74519
RIA
Registered Investment Advisory firm - (4/19/2012 Approved)California
Registered Investment Advisory firm - (11/28/2012 Terminated)Colorado
Registered Investment Advisory firm - (11/29/2012 Terminated)Illinois
Registered Investment Advisory firm - (4/19/2012 Terminated)Indiana
Registered Investment Advisory firm - (11/5/2012 Terminated)Kansas
Registered Investment Advisory firm - (11/5/2012 Terminated)Michigan
Registered Investment Advisory firm - (11/27/2012 Terminated)Missouri
Registered Investment Advisory firm - (11/5/2012 Terminated)Ohio
Registered Investment Advisory firm - (11/7/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/7/2012 Terminated)Texas
Registered Investment Advisory firm - (11/5/2012 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108
Mailing Address
Phone number
(248) 824-6710
Established
Firm type
Fiscal year end
# of Employees
79
SEC notice filing (48 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,207 |
| AUM (Assets Under Management) | $ 489,858,232 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
