Mark Magee is a registered investment advisor at Intrua Financial, based in Houston, TX, with 22 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 3,227 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intrua Financial manages investment portfolios for a fee based on the amount you invest. The fee is calculated as a percentage of your portfolio and is charged monthly or quarterly. The exact percentage may be negotiable.
Location
3737 Buffalo Speedway, Suite 400, Houston, TX, 77098
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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.
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Mark operates his LPL business under the DBA Intrua Financial and is a Registered Investment Advisor Hybrid, dedicating full-time hours to these activities. He also participates in a CPA affiliate program with Wrinkle Gardner and Company, spending about a quarter of his time, and uses True Blue Enterprises as a business entity for tax/investment purposes.
Employment History
Current Registrations
Intrua Financial
LPL Financial LLCBroker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Edward Jones
Edward JonesBroker
Farmers Financial Solutions, LLCBroker
State Registrations7 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.