Marc VerdiCRD 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.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|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|
Total Assets Under Management666MILLIONS
Total Number of Accounts1,245ACCOUNTS
Average Account Value$535,328
- A percentage of assets under your management
- 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
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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