Marcus Dickerson (CRD# 5074800) is an Investment Advisor Representative working at Avantax Advisory Services in Beaumont, TX and has over 18 years of experience in the finance industry.
CRD# 5361355
Stifel, Nicolaus & Company, Incorporated
CRD# 2039337
Primerica Advisors
CRD# 5908228
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Beaumont, TX | Oct 2019 - Current | 4 |
| Avantax Advisory Services | Beaumont, TX | Oct 2019 - Current | 4 |
| The Dickerson Group | Beaumont, TX | Feb 2016 - Current | 8 |
| Funchess, Mills, White & Company, Pc | Beaumont, TX | Aug 2011 - Current | 12 |
| Avantax Insurance Services, Inc. | Beaumont, TX | Aug 2011 - Current | 12 |
| 1st Global Capital Corp. | Beaumont, TX | Aug 2011 - Oct 2019 | 8 |
| 1st Global Advisors, Inc. | Beaumont, TX | Aug 2011 - Oct 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
- TX
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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