Marcus Alan Dickerson

Current Employers

Employment History

• 08/2011 → 10/2019
  1St Global Capital Corp.
  Beaumont, TX
• 08/2011 → 10/2019
  1St Global Advisors, Inc.
  Beaumont, TX
• 08/2011 → 01/2018
  Funchess, Mills, White & Co., Pc
  Beaumont, TX
• 08/2011 → 08/2025
  Avantax Insurance Services, Inc.
  Beaumont, TX
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Beaumont, TX
• 10/2019 → 09/2025
  Avantax Advisory Services
  Beaumont, TX
• 02/2016 → Present
  The Dickerson Group
  Beaumont, TX
• 11/2024 → Present
  Fortified Solar
  Travelers Rest, SC
• 12/2024 → Present
  Tax Consulting
  Beaumont, TX
• 05/2025 → Present
  Beaumont's First Baptist Church - Financial Resources Committee
  Beaumont, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Beaumont, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Beaumont, TX
• 2011-08-03 → 2019-10-25
  1St Global Advisors Inc
  Beaumont, TX
• 2010-03-08 → 2011-08-05
  Edward Jones
  Lufkin, TX
• 2009-07-31 → 2010-03-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lufkin, TX
• 2007-11-13 → 2009-08-03
  Edward Jones
  Jasper, TX
  St. Louis, MO

Other Businesses

1) GULF COAST SOCIAL SECURITY STRATEGIES POSITION: ADVISOR NATURE: SOCIAL SECURITY ADVISING INVESTMENT RELATED: Yes # OF HRS: 60 TRADING HRS: 60 START: 10/17/2014 ADDR: Beaumont TX, DESCR: USING THIRD-PARTY SOFTWARE, I PLAN TO PROVIDE CLIENTS WITH ADVICE ON SOCIAL SECURITY BENEFITS & THEIR BEST STRATEGY FOR CLAIMING THOSE BENEFITS 2) THE DICKERSON GROUP POSITION: PARTNER NATURE: Marketing name only called "The Dickerson Group." We are not forming a new business or entity. INV RELATED: Yes #OF HRS: 160 TRADING HRS: 8 START: 02/23/2016 ADDRESS: Beaumont TX; DESCR: Same responsibilities as with FMW Financial Advisors. 3) VARIOUS FIXED INS COMPANIES POSITION: AGENT NATURE: FIXED INS INV REL: Yes NUMBER OF HRS: 1 TRADING HRS: 1 DESCR: Sales of fixed ins 4) FORTIFIED SOLAR; Customer; Fortified purchases and installs solar panels on residential, commercial, and industrial buildings and boat and RV storage facilities. NIR; HRS 10; HRS 5; 11/25/2024; 952 Geer Hwy, Travelers Rest SC 29690, United States; I form an LLC and purchase solar panels through Fortified and they install them on various locations. I receive regular updates as to the progress and location of the panels. This is part of the TCJA of 2022 and provides tax credits as an incentive to assisting the US government in building out the renewable energy grid. 5) Texas Tech Alumni Association - Beaumont Chapter; POSITION: CO-PRESIDENT; NATURE: EVENT PLANNING; INVESTMENT RELATED: No ; INVESTMENT RELATED HOURS: 0; START DATE: 04/01/2016; ADDRESS: Lubbock TX ; 6) CoSource Financial Group, LLC; Financial Advisor; Provide financial planning services to clients of CoSource Financial Group. ;IR; HRS 20; HRS 20; 03/28/2018; ADDRESS: 91 Settlers Trace Blvd Lafayette LA 70508; CoSource has thousands of participants in the 401(k) plans they manage and have requested I assist them with their clients' financial needs that lie outside of their company retirement plans. 7) Advisors Excel; Insurance Agent; Advisors Excel will provide service support for fixed insurance business; FIXED INSURANCE WITH VARIOUS COMPANIES; IR; HRS 40; HRS 25 10/01/2021; 2950 SW McClure Road Topeka KS 66614; I will utilize Advisors Excel for fixed insurance products; SALES OF FIXED INSURANCE PRODUCTS 8) BEAUMONT'S FIRST BAPTIST CHURCH - FINANCIAL RESOURCES COMMITTEE; Committee Member; Provides a strategic ministry of oversight and disbursement of the financial resources provided to FBC by it's members. NIR; HRS 2; HRS 0; 05/11/2025; 3739 N. Major Drive, Beaumont TX 77713, United States; I serve as a volunteer member of the Financial Resources Committee at my church. Responsibilities include providing input on budgeting, reviewing financial statements, and making high-level recommendations related to operational and administrative financial matters. This role does not involve providing advice on or making decisions related to investment securities.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-08
• S63 Uniform Securities Agent State Law Examination
  2006-02-08

Other Names

• Marcus A Dickerson