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Alexis Houlihan

Godsey & Gibb Wealth Management

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About Alexis Houlihan

Alexis Houlihan is a Registered Investment Advisor Representative at Godsey & Gibb Wealth Management. Alexis has been in the industry since June 2017 and holds the Series 65 license. Alexis is a Certified Financial Planner. Alexis is registered with the state of Virginia. Alexis has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. Alexis provides financial planning services and specializes in portfolio management for individuals and businesses.

Firm Information

Alexis Houlihan is currently registered with Godsey & Gibb Wealth Management. Godsey & Gibb Wealth Management is an investment advisor located in RICHMOND, VA, with approximately $1 billion - $10 billion in regulatory assets under management. The firm provides financial planning, educational seminars, portfolio management for businesses and individuals, and publication of periodicals. They primarily serve individuals other than high-net-worth, high-net-worth individuals, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and banking or thrift institutions. The firm participates in a wrap fee program.
Godsey & Gibb Wealth Management

6806 PARAGON PL, STE 230

RICHMOND, VA 23230

$1.25B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fees, tax preparation fees

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Alexis Houlihan’s Registration & Firm History

VA

01/02/2018 - Present

Godsey & Gibb Wealth Management (RICHMOND VA)

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Licenses & Designations

IA

Issued 12/28/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexis Houlihan.
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