Marc Verdi, financial advisor Richmond VA
96 score

Marc Verdi

CRD Number: 5485381
Current Firm: Godsey & Gibb Wealth Management

Marc Verdi (CRD# 5485381) is an Investment Advisor Representative working at Godsey & Gibb Wealth Management in Richmond, VA and has over 7 years of experience in the finance industry. Marc Verdi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Godsey & Gibb Wealth Management Richmond, VA Aug 2013 - Current 3
Well Coleman & Company Richmond, VA Jun 2012 - Jul 2013 1
Marc A Verdi LLC Glen Allen, VA Mar 2012 - Jun 2012 < 1
Morgan Stanley Smith Barney Richmond, VA Aug 2009 - Mar 2012 2
Cb&h Wealth Management Services, LLC Richmond, VA Jan 2009 - Jul 2009 < 1
Cherry, Bekaert & Holland, LLP Richmond, VA Dec 2007 - Jul 2009 1
Keiter Stephens Hurst Gary & Shreaves, Pc Glen Allen, VA Sep 2004 - Dec 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Marc A. Verdi
Phone Number: 804-285-7333
Registered State(s):
  • SC
  • VA
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    1,245
    ACCOUNTS
  • Average Account Value
    $535,328
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CT, DC, DE, FL, GA, IN, KY, MA, MD, MO, NC, NY, OH, PA, SC, TN, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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