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Zachary Agenbroad

Godsey & Gibb Wealth Management

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About Zachary Agenbroad

Zachary Agenbroad is an investment advisor representative at Godsey & Gibb Wealth Management. Zachary has been in the industry since February 2024. Zachary is licensed in Virginia. Zachary has passed the Series 65 and SIE exams. Godsey & Gibb Wealth Management has 35+ years of experience navigating complex and changing markets. The firm's comprehensive wealth management services include investment management, financial planning, tax preparation, retirement planning, family wealth advising, and more.

Firm Information

Zachary Agenbroad 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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Zachary Agenbroad’s Registration & Firm History

VA

03/25/2024 - Present

Godsey & Gibb Wealth Management (RICHMOND VA)

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Licenses & Designations

IA

Issued 03/25/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Agenbroad.
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