Mark Kenneth Mcgee

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → Present
  The Investment Center Inc
  Boisie, ID
• 12/2015 → Present
  Ic Advisory Services Inc
  Boisie, ID
• 03/2025 → Present
  Lpl Financial Llc
  Boise, ID
• 03/2025 → Present
  Lpl Financial Llc
  Boise, ID

Previous Registrations

• 2015-12-11 → 2025-03-06
  Ic Advisory Services, Inc.
  Meridian, ID
  Bedminster, NJ
• 2013-02-01 → 2015-12-10
  Tricor Advisory Services, Llc
  Las Vegas, NV
• 2008-10-24 → 2013-02-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boise, ID
• 2003-07-01 → 2008-11-03
  Wells Fargo Investments, Llc
  Boise, ID
  Boise, ID
  Boise, ID
  Boise, ID
  Boise, ID
• 2003-07-01 → 2003-07-11
  Wells Fargo Clearing Services, Llc
  Richmond, VA
• 1999-02-25 → 2003-07-01
  Prudential Equity Group, Llc
  Boise, ID

Other Businesses

1. DIVERSIFIED FINANCIAL, DBA. INVESTMENT ADVISOR. PROVIDE SECURITIES RELATED INVESTMENT ADVICE TO CLIENTS. DEVOTE >60%. ANNUAL INCOME > 60%. ESTABLISHED CONNECTION 12/2015. 2. MERIDIAN POLICE ACTIVITIES LEAGUE. NON PROFIT 501 C3. FLAG FOOTBALL COACH. DEVOTE 3 HOURS PER WEEK ( MARCH - MAY, AUGUST - OCTOBER ). ESTABLISHED CONNECTION 2011. 3. MERIDIAN PAL - CHARITY/NON-PROFIT (501 C 3). DIRECTOR/BOARD MEMBER: I WILL ATTEND BOARD OF DIRECTOR MEETINGS 1 TIME PER MONTH; HELP FACILITATE THE YOUTH SPORTS LEAGUE BY VOTING ON DECISIONS THAT COME TO THE BOARD SUCH AS APPROVING BUDGETS FOR SOCCER, BASEBALL AND FLAG FOOTBALL. TIME DEVOTED: 1-20%. ANNUAL INCOME: 1-20%. ESTABLISHED 1/24/2023.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-17
• S63 Uniform Securities Agent State Law Examination
  1998-12-03