CK
Christina W. Kemprecos
MOTIV8 INVESTMENTS LLC
Port St Lucie, FL 34986
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CRD#: 4515591
CK
Professional summary
Christina Worth Kemprecos, who also goes by Christina Worth Houghton, Christina W Kemprecos, is a registered financial advisor currently at MOTIV8 INVESTMENTS LLC located in Port St Lucie, Florida.
Christina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Christina has worked at 4 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christina Worth Houghton | Christina W Kemprecos
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CHRISTINA KEMPRECOS, CERTIFIED TRUST FINANCIAL ADVISOR ("CTFA"). CONSULTING BUSINESS FOR INDIVIDUALS, TRUSTEES, ATTORNEYS, ACCOUNTANTS AND OTHER FINANCIAL ADVISORS REGARDING TRUST AND ESTATE PLANNING AND ADMINISTRATION. CHRISTINA SPECIALIZES IN THE ESTATE MATTERS OF CUSTODIANS THAT NEED HELP CONSTRUCTING SPECIAL AND SUPPLEMENTAL NEEDS TRUSTS. ON THE WHOLE THIS IS NON INVESTMENT RELATED, OTHER THAN TRUST AND ESTATE TAX PLANNING MATTERS.
CRS (Client Relationship Summary) - RIA
Click below to view Christina Worth Kemprecos's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 16, 2023 - Present
MOTIV8 INVESTMENTS LLC
Office #1: 542 Nw University Blvd Suite B101, Port St Lucie, FL 34986RIA
CRD#: 285560
Port St Lucie, FL
Past
October 6, 2014 - January 2, 2024
JWKODAK CAPITAL MANAGEMENT, LLC
RIA
CRD#: 144081
CHATHAM, MA
Past
January 10, 2011 - October 5, 2012
ASSET MANAGEMENT RESOURCES, LLC
RIA
CRD#: 145296
DENNIS, MA
Past
June 25, 2007 - December 31, 2010
SECURE FUTURE FINANCIAL SERVICES, INC.
RIA
CRD#: 119294
DENNIS, MA
Past
June 20, 1996 - December 31, 2006
SECURE FUTURE FINANCIAL SERVICES, INC.
RIA
CRD#: 119294
DENNIS, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MI
MOTIV8 INVESTMENTS LLC
AKAMI ADVISORS | WOODCREST FINANCIAL GROUP | WELL PRESERVED ADVISORY GROUP | VILLA TAX ADVISORY GROUP | THE WELL PRESERVED ADVISORY GROUP | THE TERRIO GROUP | THE RETIREMENT ADVISORS | TENNYSON GROUP | PRIVATE CLIENT ADVISOR | OWLFI | OPTIMAL WEALTH STRATEGIES LLC | MOTIV8 INVESTMENTS LLC | MCBEATH FINANCIAL GROUP | MASON STREET WEALTH MANAGEMENT | HALL ASSET MANAGEMENT GROUP | GLEASON FINANCIAL GROUP | FAITHFUL FINANCIAL GROUP | EXCELSIOR FINANCIAL GROUP LLC | EAST COAST TAX AND FINANCIAL PLANNING | DIVERSIFIED WALTH GROUP | CREATIVE ONE | COAST TO COAST FINANCIAL PLANNING LLC | CAPROCK FINANCIAL GROUP | ASSETS RISK MANAGEMENT LLC
CRD#: 285560 / SEC#: 801-108653
RIA
Registered Investment Advisory firm - (11/15/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(10/16/2023)
Exams
Current Firm
MI
MOTIV8 INVESTMENTS LLC
AKAMI ADVISORS | WOODCREST FINANCIAL GROUP | WELL PRESERVED ADVISORY GROUP | VILLA TAX ADVISORY GROUP | THE WELL PRESERVED ADVISORY GROUP | THE TERRIO GROUP | THE RETIREMENT ADVISORS | TENNYSON GROUP | PRIVATE CLIENT ADVISOR | OWLFI | OPTIMAL WEALTH STRATEGIES LLC | MOTIV8 INVESTMENTS LLC | MCBEATH FINANCIAL GROUP | MASON STREET WEALTH MANAGEMENT | HALL ASSET MANAGEMENT GROUP | GLEASON FINANCIAL GROUP | FAITHFUL FINANCIAL GROUP | EXCELSIOR FINANCIAL GROUP LLC | EAST COAST TAX AND FINANCIAL PLANNING | DIVERSIFIED WALTH GROUP | CREATIVE ONE | COAST TO COAST FINANCIAL PLANNING LLC | CAPROCK FINANCIAL GROUP | ASSETS RISK MANAGEMENT LLC
CRD#: 285560 / SEC#: 801-108653
RIA
Registered Investment Advisory firm - (11/15/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
542 Nw University Blvd Suite B101, Port St Lucie, FL 34986
Mailing Address
Phone number
(772) 247-4488
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,568 |
| AUM (Assets Under Management) | $ 187,093,402 |
Red Flags
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Company Information
MOTIV8 INVESTMENTS LLC
CRD#: 285560Port St Lucie, FL 34986TRUST BUT VERIFY
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