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Casey Marissa Bibb

Martin Wealth Solutions

Christiansburg, VA

CRD 7916814

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Employer firm

Martin Wealth Solutions CRD 283428

$377M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Martin Wealth Solutions

1055 W Main Street, Christiansburg, VA 24073 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-05-10
  • VA RA
    APPROVED
    Since 2024-05-10

Branch Locations

1055 W Main Street, Christiansburg, VA 24073 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Carilion Clinic Radford VA 04/2015 08/2021
Martin Wealth Solutions Christiansburg VA 04/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-20
  • S65 Uniform Investment Adviser Law Examination
    2024-02-20

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES

Nearby Investors

James Bryan Chandler
Caleb Brumfield
Linwood Keith Fraher

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Christiansburg, VA
CETERA INVESTMENT ADVISERS LLC · CHRISTIANSBURG, VA
EDWARD JONES · CHRISTIANSBURG, VA

More in Christiansburg, VA

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