Mark Underwood Mcgahee

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/2012 → 06/2024
  Securities America, Inc.
  Suffolk, VA
• 12/2012 → 06/2024
  Securities America Advisors, Inc.
  Suffolk, VA
• 11/2012 → Present
  Nansemond River Financial Services
  Suffolk, VA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Suffolk, VA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Suffolk, VA

Previous Registrations

• 2012-12-07 → 2024-06-14
  Securities America Advisors, Inc.
  Suffolk, VA
• 2012-06-18 → 2012-12-07
  Investors Security Company, Inc.
  Suffolk, VA
  Suffolk, VA
  Suffolk, VA
• 2004-03-16 → 2012-06-18
  Securian Financial Services, Inc.
  Norfolk, VA
  Norfolk, VA

Other Businesses

1. NANSEMOND RIVER FINANCIAL SERVICES POSITION: Owner NATURE: NANSEMOND RIVER FINANCIAL SERVICES - INSURANCE SALES - AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/01/1986 ADDRESS: 204 Military Rd, Suffolk VA 23434 DESCRIPTION: Sales and service of life insurance, annuities, and long term care. 2. NANSEMOND RIVER FINANCIAL SERVICES POSITION: Owner NATURE: IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/01/1986 ADDRESS: 204 Military Rd, Suffolk VA 23434 DESCRIPTION: Investment advisory activities such as investment portfolio construction and management and financial planning. 3. SUFFOLK NEWS HERALD POSITION: Writer NATURE: Newspaper INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2014 ADDRESS: PO Box 1220, Suffolk VA 23439 DESCRIPTION: I write a financial column. 4. NANSEMOND RIVER FINANCIAL SERVICES POSITION: Owner NATURE: Osaic Wealth. - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 11/1986 - LOCATED AT 204 MILITARY RD, SUFFOLK, VA 23434 INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/01/1986 ADDRESS: 204 Military Rd, Suffolk VA 23434, United States DESCRIPTION: Investment advisory activities such as investment portfolio construction and management and financial planning.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-08-27

Designations

• Certified Financial Planner