Marc R Maddox
Investment adviser representative at Trueline Wealth Group, LLC
10 yearsExperience
1 stateRegistered in
$170.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Trueline Wealth Group, LLCJun 2026 to now
- Icom Advisors, LLCMay 2019 to Jun 2026
- Infinex Investments, Inc.May 2018 to Apr 2019
- Bancorpsouth Insurance ServicesSep 2016 to Apr 2019
- Princor Financial Services CorporationFeb 2016 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MS).
Trueline Wealth Group, LLC
$170.1MAssets managed
155Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6009090
- Firm CRD
- 342570