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Mark Blue Magee

Intrua Financial

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About Mark Blue Magee

Mark Magee is a financial advisor registered with Intrua Financial. Mark has been in the financial services industry since 2004. Mark is licensed in Alabama, Texas, and Washington. Mark holds the Series 6, 7, 63, and 66 securities licenses. Mark also holds the SIE exam. Mark provides financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. Mark also has other business affiliations with True Blue Enterprises and Wrinkle Gardner and Company.

Firm Information

Mark Magee is currently registered with Intrua Financial. Intrua Financial is a registered investment advisor headquartered in Houston, TX. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. Intrua Financial manages approximately $1.66 billion in assets for individuals, corporations, charitable organizations, and pension plans. They have a team of over 40 licensed agents and investment advisor representatives.
Intrua Financial

3737 BUFFALO SPEEDWAY

HOUSTON, TX 77098

$1.66B

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Magee’s Registration & Firm History

TX

05/21/2018 - Present

Intrua Financial (HOUSTON TX)

TX

10/21/2013 - 04/07/2016

UBS FINANCIAL SERVICES INC. (SAN ANGELO TX)

TX

11/08/2005 - 10/24/2013

EDWARD JONES (BRADY TX)

CA

01/02/2004 - 11/10/2005

FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)

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Licenses & Designations

BOTH

Issued 01/26/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/2005

Series 7 - General Securities Representative Examination

BC

Issued 12/22/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Blue Magee.
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