Mark McGee, financial advisor Meridian ID
71 score

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 18 years of experience in the finance industry.

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Company Name Location Dates Years
Ic Advisory Services Inc. Meridian, ID Dec 2015 - Current 1
The Investment Center Inc. Meridian, ID Dec 2015 - Current 1
Tricor Financial, LLC Las Vegas, NV Feb 2013 - Dec 2015 2
Tricor Advisory Services, LLC Las Vegas, NV Feb 2013 - Dec 2015 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Boise, ID Oct 2008 - Feb 2013 4
Wells Fargo Investments, LLC Boise, ID Jul 2003 - Oct 2008 5
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Mark K. McGee
Phone Number: 908-707-4422
Registered State(s):
  • FL
  • ID
  • KS
By the Numbers
  • Total Assets Under Management
    812
    MILLIONS
  • Total Number of Accounts
    3,745
    ACCOUNTS
  • Average Account Value
    $216,763
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
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

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BADGES
71

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