Mark 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 account 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, 63 (Uniform Securities Agent State Law) and 65 (Uniform Registered Investment Adviser Law) registrations, 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 and his wife Laura just celebrated 30 years of Marriage. They live in the Lake Nasworthy area of San Angelo, Texas with their five children. In his free time Mark enjoys swimming workouts, fun on the lake, and spending time with his family. Mark adopted Veritas Persvadet, ‘Truth Convinces’ as his personal creed from studying Latin with his kids. “I always promise the truth to my clients, just as I do with my own family, for it always has the best outcome.”