Unclaimed Profile

Marcos Christian Goodman

GBG WEALTH MANAGEMENT LLC·LONE TREE, Colorado

Clean recordGBG WEALTH MANAGEMENT LLC

10465 PARK MEADOWS DR, LONE TREE, CO 80124CRD# 7987438Firm CRD# 333368

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marcos Christian Goodman · LONE TREE, CO

Registration

CRD #7987438 · GBG WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marcos Christian Goodman is a registered financial advisor based in LONE TREE, Colorado, affiliated with GBG WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

GBG WEALTH MANAGEMENT LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at GBG WEALTH MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7987438

Firm CRD# 333368

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marcos Christian Goodman offer?

Marcos Christian Goodman specializes in Financial Planning, Investment Management. Contact their office in LONE TREE, Colorado for a consultation.

What are Marcos Christian Goodman's credentials?

Marcos Christian Goodman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marcos Christian Goodman located?

Marcos Christian Goodman is based in LONE TREE, Colorado, working with GBG WEALTH MANAGEMENT LLC. Their office serves clients in the LONE TREE metropolitan area and surrounding communities.

How does Marcos Christian Goodman charge for services?

Marcos Christian Goodman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GBG WEALTH MANAGEMENT LLC?

GBG WEALTH MANAGEMENT LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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