Unclaimed
Marvin Kenneth Odom is a financial advisor who has been in the industry since March 19, 1994. He is currently registered with Avantax Advisory Services and has been with the firm since September 2007. Marvin has been registered in South Carolina since September 2007. He has been registered in North Carolina since June 2024. Marvin specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Marvin is also a Certified Public Accountant. He is the President of Marvin K. Odom, CPA, PA, which provides tax preparation, accounting, and financial compilation and review services. Marvin is also the owner of MKO Properties, LLC, which manages rental properties. Marvin is committed to providing his clients with the highest quality of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
SC
09/04/2007 - Present
Avantax Advisory Services (HARTSVILLE SC)
SC
04/01/1999 - 07/26/2007
NATIONAL PLANNING CORPORATION (CAMDEN SC)
GA
09/05/1996 - 04/01/1999
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
04/12/1993 - 12/31/1994
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NY
07/15/1992 - 04/29/1993
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 07/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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