Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark McGee is a financial advisor with IC Advisory Services, Inc. located in Meridian, Idaho. Mark has been in the financial services industry since December 1998. Mark has a variety of experience in the financial services industry and is licensed to provide investment advice in Arizona, Florida, Idaho, Kansas, New York, Oregon, Utah, and Wisconsin. Mark has a strong understanding of the needs of high-net-worth individuals, corporations, charitable organizations, and pension plans. Mark is committed to providing his clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
ID
01/09/2019 - Present
IC Advisory Services, Inc. (MERIDIAN ID)
ID
02/01/2013 - 12/10/2015
TRICOR FINANCIAL, LLC (MERIDIAN ID)
ID
10/24/2008 - 02/08/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOISE ID)
ID
07/01/2003 - 11/03/2008
WELLS FARGO INVESTMENTS, LLC (BOISE ID)
MO
07/01/2003 - 07/11/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
12/03/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Mark McGee is the right advisor for you? Invested Better is here to help.
