Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
19 years
Location
Rogersville, TN 37857
Edward Jones
Institution
Marty Dobbins is a financial advisor at Edward Jones in Rogersville, TN, with 18 years of industry experience and a Series 66 designation. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as President of the Rogersville-Hawkins County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Rogersville, TN
420 Park Blvd Suite 2
Rogersville TN 37857
Advisors at this office
1
Tennessee · Texas
19 years of industry experience
Edward Jones
2007 - Present • 19 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 63, Series 65
Whitesburg, TN
Commonwealth Financial Network
Jan Wise is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been with Commonwealth Financial Network since 2004, with a brief transition in 2024, and is also president and co-owner of Wise Wealth, LLC, which operates in securities, advisory, and insurance services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers a variety of investment solutions and model portfolios, supporting advisors who deliver personalized financial advice under Commonwealth’s supervision.
Series 66
Mooresburg, TN
Empower Advisory Group
Louis Evola is a financial advisor with Empower Advisory Group and holds a Series 66 designation. He has 15 years of industry experience, including roles at Gwfs Equities, Inc. since 2017 and Valic Financial and Valic Financial Advisors from 2012 to 2017. He also serves as a citizen member of the Hawkins County Finance/Budget Subcommittee for debt restructuring. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Series 63, Series 66
Bulls Gap, TN
Valic Financial Advisors
Ronald Berard is a financial advisor with Valic Financial Advisors holding Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at Empower Advisory Group, LLC, Empower Financial Services, Inc., and Griffin Fowlers Farmers Insurance Agency. He also has a background with Patriot Home Inspection and spent 15 years involved with Tri-State Baptist Church. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.
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