Marcos Christian Goodman
Investment adviser representative at Gbg Wealth Management LLC
20 yearsExperience
1 stateRegistered in
$23.8MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Gbg Wealth Management, LLCSep 2024 to now
- Gallacher, Bosen & Goodman PllcJan 2006 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Gbg Wealth Management LLC
$23.8MAssets managed
31Clients
4Advisers
1 yearIn 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
- 7987438
- Firm CRD
- 333368