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Marvin Odom

Advisor at Cetera

Updated today

Location

Hartsville, SC 29550

Credentials

PFS™, Series 63

Industry experience

32 years

About

Marvin Odom is a financial advisor with Cetera, holding the PFS™ and Series 63 designations and bringing 31 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services for 18 years. Outside of his advisory role, he serves as president of Marvin K. Odom, CPA, PA, a tax preparation and accounting firm. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

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

702 A West Carolina Avenue

Hartsville, SC 29550

Most active in

South Carolina

Work history

Cetera

2025 - Present (1 year)

Cetera Wealth Services, LLC

2025 - Present (1 year)

Avantax Advisory Services

2007 - 2025 (18 years)

Avantax Investment Services, Inc.

2007 - 2025 (18 years)

Marvin K. Odom, Cpa, Pa

2002 - Present (24 years)

National Planning Corporation

1999 - Present (27 years)

Disclosures

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

Business activities & affiliations

user avatar

Leah P

Series 66

Hartsville, SC

Kestra Advisory

Leah Paul is a financial advisor with Kestra Advisory, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Headland Capital, LPL Financial, and White Glove Workshops. She owns Pearl Wealth Management LLC, a business focused on life, disability, and annuity insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, investment advice, and employee education, serving a diverse client base that includes large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar

Jacob D

Series 66

Hartsville, SC

Kestra Advisory

Jacob Davidson is a financial advisor with Kestra Advisory who holds a Series 66 license and has five years of industry experience. Prior to joining Kestra in 2025, he worked at LPL Financial and Michael Milbee. He is also affiliated with Define Wealth Financial Group, where he advises clients on financial goals and manages service work related to annuities and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, overseeing approximately $79.8 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive

Hannah A

Series 66

Hartsville, SC

Edward Jones

Hannah Amell is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2020. Prior to her career in financial advising, she worked at Sinclair Broadcasting for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

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

Jordan M

Series 66

Hartsville, SC

Edward Jones

Jordan Melton is a financial advisor with Edward Jones in Hartsville, SC, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Melton is involved in land and timber businesses, managing agricultural and raw land holdings in South Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive

Edward M

Series 63, Series 66

Hartsville, SC

Edward Jones

Edward Melton Jr. is a financial advisor with Edward Jones in Hartsville, SC, holding Series 63 and Series 66 designations and over 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, Melton serves as a consulting member of the finance team at Kelleytown Baptist Church, assisting with the church’s annual budgeting process. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, institutions, pension plans, and charitable organizations. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive

Nancy M

Series 66

Darlington, SC

Edward Jones

Nancy Matthews is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill before joining Edward Jones in 2017. Matthews is involved in multiple community organizations, including serving on the Duke Energy Advisory Board and holding leadership roles with the Florence Symphony Board and Darlington Kiwanis Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and emphasizes fiduciary standards and tax-efficient services.

Divorce financial planning General estate planning guidance Retirement income strategy Planning for children with special needs Wealth management Military & Veterans
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