MM
Mark B. Magee
INTRUA FINANCIAL
FRIENDSWOOD, TX 76904
Some features on this profile are disabled
CRD#: 4676693
MM
Professional summary
Mark Blue Magee is a registered financial advisor currently at INTRUA FINANCIAL located in Friendswood, Texas and LPL FINANCIAL LLC located in Friendswood, Texas.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Mark has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1.3/29/2016: Intrua Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%.
2. 3/31/2016: Intrua Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100%.
3. 4/5/2017 - True Blue Enterprises - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 04/18/2016 - 0 Hours Per Month.
4. 8/21/2018 - Wrinkle Gardner and Company - Investment Related - At Reported Business Location(s) - CPA Affiliate Program - Start Date:08/15/2018 - 40 Hours Per Month/40 Hours During Trading.
5). 10/16/2018 - True Blue Enterprises - DBA: Mark B. Magee AAMS - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date:10/17/2018 - 160 Hours Per Month/8 Hours During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Blue Magee's 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®
NoneExperience
Current
March 30, 2016 - Present
INTRUA FINANCIAL
Office #1: 3231 Fm 528, Friendswood, TX 76904RIA
CRD#: 281554
FRIENDSWOOD, TX
Current
March 29, 2016 - Present
LPL FINANCIAL LLC
Office #1: 3231 Fm 528, Friendswood, TX 77546RIA
BD
CRD#: 6413
Friendswood, TX
Past
October 21, 2013 - April 7, 2016
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
SAN ANGELO, TX
Past
October 21, 2013 - April 7, 2016
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
SAN ANGELO, TX
Past
February 9, 2007 - October 24, 2013
EDWARD JONES
RIA
CRD#: 250
BRADY, TX
Past
November 8, 2005 - October 24, 2013
EDWARD JONES
BD
CRD#: 250
BRADY, TX
Past
January 2, 2004 - November 10, 2005
FARMERS FINANCIAL SOLUTIONS, LLC
BD
CRD#: 103863
WESTLAKE VILLAGE, CA
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".
IF
INTRUA FINANCIAL
COMPASS WEALTH SOLUTIONS | WORKOPTIONAL | RANDY GILLESPIE & ASSOCIATES | OAKMONT FINANCIAL GROUP | JEFF PEACE FINANCIAL | INTRUA FINANCIAL LLC | INTRUA FINANCIAL ADVISORY SERVICES | INTRUA FINANCIAL | HORIZENT TEAM | FREEDOM WEALTH ALLIANCE | CORNERSTONE INVESTMENT STRATEGIES
CRD#: 281554 / SEC#: 801-106767
RIA
Registered Investment Advisory firm - (10/23/2015 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(11/28/2016)
IAR
Alabama(5/24/2018)
RR
Arizona(6/17/2025)
RR
Florida(3/29/2016)
RR
Oklahoma(10/18/2019)
RR
South Carolina(9/15/2023)
RR
Texas(3/29/2016)
IAR
Texas(3/30/2016)
IAR
Washington(5/21/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IF
INTRUA FINANCIAL
COMPASS WEALTH SOLUTIONS | WORKOPTIONAL | RANDY GILLESPIE & ASSOCIATES | OAKMONT FINANCIAL GROUP | JEFF PEACE FINANCIAL | INTRUA FINANCIAL LLC | INTRUA FINANCIAL ADVISORY SERVICES | INTRUA FINANCIAL | HORIZENT TEAM | FREEDOM WEALTH ALLIANCE | CORNERSTONE INVESTMENT STRATEGIES
CRD#: 281554 / SEC#: 801-106767
RIA
Registered Investment Advisory firm - (10/23/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3737 Buffalo Speedway Suite 400, Houston, TX 77098
Mailing Address
Phone number
(713) 355-9910
Established
Firm type
Fiscal year end
# of Employees
48
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,051 |
| AUM (Assets Under Management) | $ 1,212,765,982 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
