Mark B. Magee began his financial services career with Farmers Financial of Houston in 2003. In 2005, he transitioned to Edward Jones as a Financial Advisor where he specialized in utilizing managed money accounts as a way to efficiently manage client assets. He moved to UBS in 2013 where he began using more sophisticated managed portfolio systems using mutual funds, ETF’s, UIT’s, stocks, and bonds. Mark joined Intrua Financial in March 2016.
Mark earned his Bachelor’s degree from Texas State University in 1983 majoring in English with a minor in Business Administration. LPL Financial holds his Series 7 (General Securities Representative), 6 (Investment Company and Variable Contract Products, and 63 (Uniform Securities Agent State Law). His 66 (Uniform Combined State Law Examination) is held through LPL Financial and Intrua Financial and he is licensed in all insurance and annuities products. He achieved his Accredited Asset Management Specialist in 2007 from the College for Financial Planning. Mark is a former US Naval Officer serving on Destroyers and Amphibious Assault Ships during the Cold War.
Mark lives on the west end of Galveston Island and in his free time Mark enjoys staying in shape by surfing, running and biking. Mark adopted Veritas Persvadet, ‘Truth Convinces’, from the Latin as his motto in dealing with his clients.