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Mark McGee, financial advisor Meridian ID

Mark McGee

CRD Number: 3130166
Current Firm: Ic Advisory Services, Inc.

Mark McGee (CRD# 3130166) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Meridian, ID and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Ic Advisory Services Inc. Boisie, ID Dec 2015 - Current 8
The Investment Center Inc. Boisie, ID Dec 2015 - Current 8
Tricor Financial, LLC Las Vegas, NV Feb 2013 - Dec 2015 2
Tricor Advisory Services, LLC Las Vegas, NV Feb 2013 - Dec 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Dec 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Mark K. McGee
By the Numbers
  • Total Assets Under Management
    2,141
    MILLIONS
  • Total Number of Accounts
    6,011
    ACCOUNTS
  • Average Account Value
    $356,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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