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Marvin Kenneth Odom

Advisor at Cetera — Hartsville, SC West Carolina Ave

Updated today

Credentials

PFS™, Series 63

Experience

32 years

Location

Hartsville, SC 29550

Cetera logo

Cetera

Institution

Total advisors

10,197

Across 5,098 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Marvin Odom is a financial advisor at Cetera with 32 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Avantax Advisory Services and Avantax Investment Services, Inc. He is also president of Marvin K. Odom, CPA, PA, a tax preparation and accounting firm. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with various program options and custodial relationships.

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) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$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%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

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.

Location

See office

Hartsville, SC West Carolina Ave

400 West Carolina Ave

Hartsville SC 29550

Advisors at this office

1

Most active in

South Carolina

Work history

32 years of industry experience

Cetera

2025 - Present • 1 year

Schaumburg, IL

Cetera Wealth Services, LLC

2025 - Present • 1 year

Hartsville, SC

Avantax Advisory services

2007 - 2025 • 18 years

Hartsville, SC

Avantax Investment Services, INC.

2007 - 2025 • 18 years

Hartsville, SC

Marvin K. Odom, Cpa, Pa

2002 - Present • 24 years

Hartsville, SC

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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Caroline T

Series 66

Florence, SC

&PARTNERS

Caroline Toniolo is a financial advisor at &Partners with eight years of industry experience. She previously worked at Edward Jones and McLeod Health. Caroline serves as a board member for the First Presbyterian Church Child Development Center and as treasurer and board member for All Saints Episcopal Day School in Florence, SC. &Partners serves a broad mix of individual and institutional clients, providing investment management and financial planning through discretionary and non-discretionary approaches that include both proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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John D

Series 66

Florence, SC

&PARTNERS

John Du Rant III is a financial advisor at &PARTNERS with a Series 66 designation and one year of industry experience. His prior background includes roles at Crosby Land Company, Inc. and Fludds Summersett Security, as well as involvement with SE DuRant III Farms LLC and Rural Community Insurance Services. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of investment strategies across discretionary and non-discretionary accounts, supported by proprietary and third-party resources.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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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
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Jacob D

Series 66

Hartsville, SC

Kestra Advisory

Jacob Davidson is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining Kestra in 2025, he worked at LPL Financial and Michael Milbee. He is also involved with Define Wealth Financial Group, where he provides wealth advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and 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
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Wendell J

CFP®, Series 63

Florence, SC

&PARTNERS

Wendell Jones Jr. is a CFP®-designated financial advisor with over 31 years of industry experience. He joined &Partners in 2023 after 29 years with Edward D. Jones & Co., L.P. He serves as vice chairman of the Dee Dee Land Trust, a land conservation organization in Florence, SC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients, providing investment management and financial planning services alongside brokerage offerings. The firm employs a mix of fundamental, technical, and quantitative analysis, using both proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Nathan L

Series 63, Series 65, Series 66

Florence, SC

&PARTNERS

Nathan Love is a financial advisor with &Partners, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. He worked at Edward Jones for nine years before joining &Partners in 2024. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting, using a variety of analytical approaches and both proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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