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
1 year
Location
Rockdale, TX 76567
Cetera
Institution
Marvin Clement is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has been the owner of Marvin R Clement CPA since 2001, providing tax planning, preparation, attestation services, and small business consulting. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with both discretionary and non-discretionary program options.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Rockdale, TX
1707 W Cameron Ave, Suite A
Rockdale TX 76567
Advisors at this office
1
Texas
1 year of industry experience
Cetera
2025 - Present • 1 year
Schaumburg, IL
Cetera Wealth Services, LLC
2025 - Present • 1 year
El Segundo, CA
Avantax Insurance Agency, LLC
2025 - 2025 • 1 year
Rockdale, TX
Avantax Advisory Services
2025 - 2025 • 1 year
Rockdale, TX
Avantax Investment Services Inc.
2025 - 2025 • 1 year
Rockdale, TX
Marvin R Clement CPA
2001 - Present • 25 years
Rockdale, TX
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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.
Series 63, Series 65
Thrall, TX
STIFEL
Barry Doering is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Series 66
Rockdale, TX
Edward Jones
Jason Jenkins is a financial advisor at Edward Jones in Rockdale, TX, holding a Series 66 credential with seven years of industry experience. Prior to joining Edward Jones in 2019, he was self-employed for three years. Outside of his advisory work, he is a partner in a home building business, Good Life Builders, LLP, and serves as vice president of the Minerva Cemetery Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
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.
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