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Paul D. Mcconkey

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CRD#: 1191277
PM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Paul David Mcconkey was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1983. Paul had worked at 6 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
LIFE INSURANCE AND FIXED ANNUNITIES WITH BROKERAGE COMPANIES; MCCONKEY FINANCIAL SERVICES, START 2/1995, PRESIDENT/AGENT, SALE & SERVICE OF INSURANCE PRODUCTS, LIFE, HEALTH & P&C BUSINESS; NATIONAL GUARDIAN LIFE INS CO, MADISON, WI, START 10/08, 5% OF TIME DEVOTED TO ACTIVITY MONTHLY, NON-INVESTMENT RELATED, SELL LIFE INS HELD BY AN IRREVOCABLE TRUST AS FUNERAL PREPAYMENT; DJ PAUL, PORT ST. LUCIE, FL, DISC JOCKEY, NON-INVESTMENT RELATED, OWNER, OPERATOR, START 7/13, 2 HRS MONTHLY, 0 HRS DURING TRADING, SET UP SOUND, LIGHTED EQUIPMENT, PLAY MUSIC FOR PARTIES AND EVENTS. LaSalle St Investment Advisors; American Legion Honor Guard Volunteer member, Church Production Volunteer; McConkey Financial Services; Elder with Grace Emmanuel Church; Treasure Coast Hospice volunteer. Visitation of hospice patients that are veterans. AFEUSA- Association for Entrepreneurship USA (fixed insurance) Membership - Christian Motorcyclists Association Ham Radio Operator Security Team at Grace Emmanual Church

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

May 15, 2020 - April 30, 2025

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

RIA
CRD#: 109701
Port St. Lucie, FL
Past

May 15, 2020 - April 30, 2025

LASALLE ST SECURITIES, L.L.C.

BD
CRD#: 7191
PORT ST LUCIE, FL
Past

February 7, 2007 - May 18, 2020

CADARET, GRANT & CO., INC.

RIA
CRD#: 10641
NEW CASTLE, PA
Past

November 4, 2005 - May 18, 2020

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
NEW CASTLE, PA
Past

September 21, 2000 - November 17, 2005

OSAIC FA, INC.

RIA
CRD#: 3978
NEW CASTLE, PA
Past

August 17, 1992 - November 17, 2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

August 14, 1992 - November 17, 2005

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

December 5, 1983 - September 21, 1992

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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".
LS
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.

CRD#: 109701 / SEC#: 801-33422

RIA
Registered Investment Advisory firm - (2/10/1989 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 5/25/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/23/1983
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 5/1/2006
Investment Company Products/Variable Contracts Principal Examination

Current Firm

LS
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.

CRD#: 109701 / SEC#: 801-33422

RIA
Registered Investment Advisory firm - (2/10/1989 Approved)
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Contact information

Main Address
940 N. Industrial Dr., Elmhurst, IL 60126-1131
Mailing Address
Phone number
(630) 600-0500
Established
Firm type
Fiscal year end
# of Employees
144

SEC notice filing (46 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LSIA ADV PART 2A 01-02-18 (12/3/2025)

Regulatory assets under management

Total Number of Accounts11,941
AUM (Assets Under Management)$ 4,346,509,887

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.

Company Information

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

CRD#: 109701

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