Marcus W. Magers

PROBITY ADVISORS

Dallas, TX 75231

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CRD#: 4256294

Professional summary

Marcus Whitney Magers, CFP®, who also goes by Whitney Magers, is a registered financial advisor currently at PROBITY ADVISORS, INC. located in Dallas, Texas and WSA AFFILIATES, LLC located in Dallas, Texas.

Marcus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Marcus has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Whitney Magers

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PROBITY ADVISORS, INC. SINCE 03/2012, CONDUCT FINANCIAL PLANNING, 20-80 HRS PER MONTH; ACTIVITIES MAY OCCUR DURING MARKET HOURS. INSURANCE REPRESENTATIVE APPOINTED WITH MASS MUTUAL, GUARDIAN LIFE, METLIFE, UNITED OF OMAHA, TRANSAMERICA INSURANCE, VOYA, LINCOLN NATIONAL, PRINCIPAL NATIONAL, PRINCIPAL, PETERSON INTERNATIONAL, LINCOLN BENEFIT, ALLIANZ, GENWORTH, AXA, SAVINGS BANK LIFE INSURANCE COMPANY OF MA, AMERICAN GENERAL, PRUDENTIAL SELECT, WILLIAM PENN, BANNER LIFE, JOHN HANCOCK, PROTECTIVE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcus Whitney Magers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

March 22, 2012 - Present

PROBITY ADVISORS, INC.

Office #1: 10000 N. Central Expressway Suite 1326, Dallas, TX 75231

RIA

CRD#: 121849

Dallas, TX

Current

September 17, 2020 - Present

WSA AFFILIATES, LLC

Office #1: 10000 North Central Expressway Suite 1326, Dallas, TX 75231

RIA

CRD#: 144108

Dallas, TX

Past

December 2, 2016 - January 8, 2020

WSA AFFILIATES, LLC

RIA

CRD#: 144108

DALLAS, TX

Past

May 18, 2015 - April 3, 2017

FOREST SECURITIES,INC.

CRD#: 16255

Dallas, TX

Past

August 6, 2013 - April 15, 2015

ARIVE CAPITAL MARKETS

CRD#: 8060

STATEN ISLAND, NY

Past

March 26, 2012 - July 22, 2013

NDX TRADING, INC.

CRD#: 39940

NEW BRIGHTON, MN

Past

January 8, 2009 - March 19, 2012

STRATEGIC WEALTH PLANNING

RIA

CRD#: 149134

DALLAS, TX

Past

January 2, 2009 - February 9, 2012

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

DALLAS, TX

Past

May 9, 2008 - December 31, 2008

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

DALLAS, TX

Past

May 2, 2008 - December 31, 2008

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

DALLAS, TX

Past

June 8, 2007 - May 7, 2008

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

DALLAS, TX

Past

November 24, 2003 - May 7, 2008

NYLIFE SECURITIES LLC

CRD#: 5167

DALLAS, TX

Past

September 6, 2000 - December 31, 2002

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PROBITY ADVISORS, INC.

NESTING EASY | PROBITY ADVISORS, INC.

CRD#: 121849 / SEC#: 801-61430

RIA

Registered Investment Advisory firm - (10/3/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/22/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/1/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/12/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/3/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/31/2000

General Securities Representative Examination

Current Firm

PROBITY ADVISORS, INC.

NESTING EASY | PROBITY ADVISORS, INC.

CRD#: 121849 / SEC#: 801-61430

RIA

Registered Investment Advisory firm - (10/3/2002 Approved)

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Contact information

Main Address

10000 N. Central Expressway Suite 1326, Dallas, TX 75231

Mailing Address

Phone number

(214) 891-8131

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV-03.25.2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,111
AUM (Assets Under Management)	$ 731,792,868

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Marcus W. Magers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcus Whitney Magers's CRS (Customer Relationship Summary).

Certified licenses

Experience

WSA AFFILIATES, LLC

WSA AFFILIATES, LLC

FOREST SECURITIES,INC.

ARIVE CAPITAL MARKETS

NDX TRADING, INC.

STRATEGIC WEALTH PLANNING

PURSHE KAPLAN STERLING INVESTMENTS

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

CREDIT SUISSE SECURITIES (USA) LLC

Primary Firm SEC Registration

PROBITY ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2007

Series 63

Date: 12/12/2003

SIE

Date: 4/3/2017

Series 7

Date: 8/31/2000

Current Firm

PROBITY ADVISORS, INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROBITY ADVISORS, INC.

TRUST BUT VERIFY

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