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Christopher Maxwell Leslie

Godsey & Gibb Wealth Management

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About Christopher Maxwell Leslie

Christopher Leslie is a financial advisor at Godsey & Gibb Wealth Management. Christopher has been a financial advisor since 2011 and has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and businesses. Christopher specializes in providing financial planning, tax preparation, and portfolio management services. Christopher holds a Series 7 and Series 63 license and is a Certified Financial Planner. Christopher is a registered Investment Advisor representative in Virginia.

Firm Information

Christopher Leslie 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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Christopher Leslie’s Registration & Firm History

VA

08/18/2022 - Present

Godsey & Gibb Wealth Management (RICHMOND VA)

TX

11/05/2012 - 09/06/2017

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)

TX

09/26/2011 - 09/18/2012

TD AMERITRADE, INC. (FORT WORTH TX)

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Licenses & Designations

BC

Issued 10/03/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Christopher Maxwell Leslie. Review regulatory record here.
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