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Marcus D
Series 63, Series 66
Beaumont, TX
Cetera
Marcus Dickerson is a financial advisor with Cetera in Beaumont, Texas, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior work includes roles with Avantax Advisory Services, 1st Global Advisors, and Funchess, Mills, White & Co., PC. He serves as co-president of the Texas Tech Alumni Association Beaumont Chapter and volunteers on the Financial Resources Committee at Beaumont's First Baptist Church. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.
Karen O
Series 66
Beaumont, TX
Cetera
Karen Oxner is a Series 66-licensed financial advisor with Cetera, based in Beaumont, TX, with three years of industry experience. She previously worked at Avantax Investment Services and has a background in accounting, operating her own CPA firm, Karen Oxner CPA PLLC, where she provides tax and business consulting services. Outside of her advisory role, she serves on the Stewardship Team at Calvary Baptist Church, assisting with the church’s budgeting and financial reviews. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers across discretionary and non-discretionary platforms.
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