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Marvin Clement

Advisor at Cetera

Updated today

Location

Rockdale, TX 76567

Credentials

Series 66

Industry experience

< 1 year

About

Marvin Clement is a financial advisor with Cetera, holding a Series 66 credential and beginning his advisory career in 2025. He has over 25 years of experience as a CPA, owning and managing a tax planning and preparation firm that provides services to individuals and businesses, including attestation and small business consulting. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers a variety of portfolio management, financial planning, and fiduciary services, combining retirement and institutional capabilities with multiple program options and custodial arrangements.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

1707 W Cameron Ave, Suite A

Rockdale, TX 76567

Most active in

Texas

Work history

Cetera

2025 - Present (1 year)

Cetera Wealth Services, LLC

2025 - Present (1 year)

Avantax Insurance Agency, LLC

2025 - 2025 (1 year)

Avantax Advisory Services

2025 - 2025 (1 year)

Avantax Investment Services Inc.

2025 - 2025 (1 year)

Marvin R Clement CPA

2001 - Present (25 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Matthew L

Series 66

Rockdale, TX

Edward Jones

Matthew Langwell is a financial advisor with Edward Jones in Rockdale, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Langwell is a part owner in a restaurant business and manages a cattle ranch. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and is known for its extensive advisor and branch network, as well as its affiliated capabilities beyond traditional advisory services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jason J

Series 66

Rockdale, TX

Edward Jones

Jason Jenkins is a Series 66-credentialed financial advisor with six years of industry experience, currently practicing at Edward Jones in Rockdale, TX since 2019. Prior to joining Edward Jones, he was self-employed for three years. Outside of his financial advisory role, Jenkins serves as Vice President of the Minerva Cemetery Association and is a partner at Good Life Builders, LLP, a homebuilding business in Brenham, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive Hispanic/Latino/Latinx

Paul D

Series 66

Rockdale, TX

Edward Jones

Paul Dixon is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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