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Emil Joaquin Pichardo

Investment adviser representative at Godsey & Gibb Wealth Management
34 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1.6BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

34 years in the industry.

  1. Godsey & Gibb Wealth ManagementSep 2025 to now
  2. Edward JonesJul 2023 to Aug 2025
  3. Charles Schwab BankJan 1992 to Jul 2023

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 4 states (AZ, FL, SC, VA).

Godsey & Gibb Wealth Management

Legal name: Godsey & Gibb Inc

$1.6BAssets managed
831Clients
14Advisers
41 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2243727
Firm CRD
105650
Advisor's SEC record (opens in a new tab)
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