Marcus Magers is a CFP-designated registered investment advisor at Wsa Affiliates, LLC, based in Dallas, TX, with 24 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 55 clients.
Compensation
Firm Size
IM Fee
Location
10000 N. Central Expressway, Suite 1326, Dallas, TX, 75231
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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
Marcus works for Probity Advisors, Inc. since 2012, conducting financial planning, which takes between about 10-20% of his time and about half his time. He is also an insurance representative appointed with numerous insurance companies.
Employment History
Current Registrations
Wsa Affiliates, LLC
Probity Advisors, INC.
Previous Registrations
Wsa Affiliates, LLC
Forest Securities,inc.Broker
Arive Capital MarketsBroker
Ndx Trading, INC.Broker
Strategic Wealth Planning
Purshe Kaplan Sterling InvestmentsBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Credit Suisse First Boston CorporationBroker
State Registrations1 state
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.