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Financial Marketplace Group, LLC (Mckinney)


Financial Marketplace Group, LLC is an adviser based in Mckinney. It manages $16 million of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

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Financial Marketplace Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Financial Marketplace Group: assets under management

The assets under management (AUM) of Financial Marketplace Group, LLC is $16 million. The firm's AUM has gone down by -63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Financial Marketplace Group, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Financial Marketplace Group, LLC

James Olen Mckinney has been acting as President since 1 Mar 1999. George Ray Elam joined the executive team most recently as the Vice President.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
George Ray Elam Vice-president 1 Mar 1999 Other 1681800
James Olen Mckinney President/coo 1 Mar 1999 25% - 50% 4377139
Scott David Ricketts Ceo 1 Mar 1999 25% - 50% 2293620
Robert Stratton Secretary 1 Mar 1999 Other 2745049

Based in Mckinney

The principal office where Financial Marketplace Group, LLC performs its advisory services is located at 3001 South Hardin Blvd, Mckinney, TX 75070, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 469-323-8974 or by fax 972-596-3571. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at financialmarketplacegroup.com.


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