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Mark Mcgee

LPL Financial LLC
27 Years of Experience
Boise, ID
1 DisclosureBroker
View SEC Summary
View SEC Summary

Mark Mcgee is a registered investment advisor at LPL Financial LLC, based in Boise, ID, with 27 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4696 W Overland Rd Ste 272, Boise, ID, 83705

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2004
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Mark is an investment advisor with Diversified Financial, dedicating the majority of his time to this role. He also coaches flag football and serves as a director/board member for Meridian PAL, a non-profit organization, dedicating minimal time to these activities.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2025 - Present · 1 yr 7 mos
LPL Financial LLC
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Ic Advisory Services, INC.
December 2015 - March 2025 · 9 yrs 3 mos
The Investment Center, INC.Broker
December 2015 - March 2025 · 9 yrs 3 mos
Tricor Advisory Services, LLC
February 2013 - December 2015 · 2 yrs 10 mos
Tricor Financial, LLCBroker
February 2013 - December 2015 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2008 - February 2013 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - February 2013 · 4 yrs 4 mos
Wells Fargo Investments, LLC
July 2003 - November 2008 · 5 yrs 4 mos
Wells Fargo Investments, LLCBroker
July 2003 - November 2008 · 5 yrs 4 mos
Wachovia Securities, LLC
July 2003 - July 2003 · 0 mos
Wachovia Securities, LLCBroker
July 2003 - July 2003 · 0 mos
Prudential Securities Incorporated
February 1999 - July 2003 · 4 yrs 5 mos
Prudential Securities IncorporatedBroker
December 1998 - July 2003 · 4 yrs 7 mos
State Registrations12 states
AZFLGAIDKSMINVNYORUTWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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Mark Mcgee - Financial Advisor | TrueAdvisor