Mark Mcgahee
Mark Mcgahee is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Suffolk, VA, with 32 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Suffolk, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is an investment advisor representative with Securities America Advisors since 1986 and occasionally writes a financial column for the Suffolk News Herald. He also owns Nansemond River Financial Services, where he sells and services life insurance, annuities, and long-term care, dedicating about half of his time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investors Security Company, INC.
Investors Security Company, INC.Broker
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
State Farm Vp Management CORP.Broker
Uvest Investment ServicesBroker
Raymond James Financial Services, INC.Broker
Bisys Brokerage Services, INC.Broker
Security First Financial, INC.Broker
G. R. Phelps & CO., INC.Broker
American-Intercontinental Financial Services CorporationBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.