Marc R. Maddox

TRUELINE WEALTH GROUP

HATTIESBURG, MS 39402

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CRD#: 6009090

Professional summary

Marc R Maddox, AIF® is a registered financial advisor currently at TRUELINE WEALTH GROUP, LLC located in Hattiesburg, Mississippi.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Marc has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc R Maddox'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

June 17, 2026 - Present

TRUELINE WEALTH GROUP, LLC

Office #1: 34 Millbranch Rd. Suite 100a, Hattiesburg, MS 39402

RIA

CRD#: 342570

HATTIESBURG, MS

Past

January 11, 2021 - July 14, 2026

ICOM ADVISORS, LLC

RIA

CRD#: 156386

HATTIESBURG, MS

Past

June 7, 2019 - December 31, 2020

ICOM ADVISORS, LLC

RIA

CRD#: 156386

HATTIESBURG, MS

Past

May 1, 2018 - April 18, 2019

OSAIC INSTITUTIONS, INC.

RIA

CRD#: 35371

Hattiesburg, MS

Past

May 1, 2018 - April 18, 2019

OSAIC INSTITUTIONS, INC.

CRD#: 35371

Hattiesburg, MS

Past

March 17, 2016 - May 3, 2018

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

HATTIESBURG, MS

Past

February 11, 2016 - May 3, 2018

PRINCIPAL SECURITIES, INC.

CRD#: 1137

HATTIESBURG, MS

Past

April 11, 2012 - February 3, 2016

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

RIDGELAND, MS

Past

February 24, 2012 - February 3, 2016

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

RIDGELAND, MS

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

Mississippi
(6/17/2026)

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 66

Date: 4/2/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/23/2012

General Securities Representative Examination

Current Firm

TRUELINE WEALTH GROUP, LLC

CRD#: 342570 / SEC#: 801-136451

RIA

Registered Investment Advisory firm - (6/8/2026 120-Day Approval)

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Contact information

Main Address

34 Millbranch Rd. Suite 100a, Hattiesburg, MS 39402

Mailing Address

Phone number

(601) 255-5457

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A BROCHURE (5/8/2026)

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

Marc R. Maddox

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc R Maddox's CRS (Customer Relationship Summary).

Certified licenses

Experience

ICOM ADVISORS, LLC

ICOM ADVISORS, LLC

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/2/2012

SIE

Date: 10/1/2018

Series 7

Date: 2/23/2012

Current Firm

TRUELINE WEALTH GROUP, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

TRUELINE WEALTH GROUP, LLC

TRUST BUT VERIFY

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