MD
MD

Marcus Dickerson

20 Years of Experience
Beaumont, TX
BrokerSells Insurance

Marcus Dickerson is a registered investment advisor at Cetera Investment Advisers LLC, based in Beaumont, TX, with 20 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

4055 Dowlen Road, Suite 111, Beaumont, TX, 77706

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Marcus sells fixed indexed annuities and variable insurance products, and also provides advice on social security benefits. He is also a partner in "The Dickerson Group", a marketing name, and works as a tax planner/consultant, dedicating about a quarter of his time to tax consulting.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Capital CORP.Broker
August 2011 - October 2019 · 8 yrs 2 mos
1st Global Advisors INC
August 2011 - October 2019 · 8 yrs 2 mos
Edward Jones
March 2010 - August 2011 · 1 yr 5 mos
Edward JonesBroker
March 2010 - August 2011 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2009 - March 2010 · 8 mos
Edward Jones
November 2007 - August 2009 · 1 yr 9 mos
Edward JonesBroker
January 2006 - August 2009 · 3 yrs 7 mos
State Registrations13 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.