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George M. Villa

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CRD#: 4632651
GV

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

George Michael Villa was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 2003. George had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
VILLA TAX ADVISORY GROUP, 19478 SPRINGFIELD RD, GROVELAND IL 61535 START DATE 7/14/1998 - PRESENT FIXED INSURANCE SALES SELL FIXED LIFE, ANNUITIES, HEALTH, DISABILITY, LONG TERM CARE AND FINAL EXPENSE INSURANCE PLANS. I ALSO DO MARKETING TAX PREPERATION 75% OF MY INCOME DERIVES FROM THIS ACTIVITY. WORK 108 HOURS A MONTH AT THIS ACTIVITY. WORK ON COMMISSIONS 2. Permanent Election Judge; Supervise Election Polling Places; 14 Hour Day during general elections; 8 hours during trading during general elections.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

March 13, 2017 - December 13, 2023

MOTIV8 INVESTMENTS LLC

RIA
CRD#: 285560
Groveland, IL
Past

January 31, 2013 - March 14, 2017

INTEGRITY ALLIANCE, LLC.

RIA
CRD#: 139627
Groveland, IL
Past

January 31, 2013 - June 23, 2016

INTEGRITY ALLIANCE, LLC.

BD
CRD#: 139627
GROVELAND, IL
Past

October 2, 2007 - January 31, 2013

AMERICAN INVESTMENT SERVICES

RIA
CRD#: 144088
GROVELAND, IL
Past

November 6, 2006 - August 30, 2011

MIDAMERICA FINANCIAL SERVICES, INC.

BD
CRD#: 47351
GROVELAND, IL
Past

October 3, 2005 - November 21, 2006

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA
CRD#: 13609
GROVELAND, IL
Past

October 3, 2005 - November 21, 2006

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
GROVELAND, IL
Past

October 2, 2003 - October 4, 2005

USA FINANCIAL SECURITIES LLC

RIA
CRD#: 103857
GROVELAND, IL
Past

February 19, 2003 - October 4, 2005

USA FINANCIAL SECURITIES LLC

BD
CRD#: 103857
ADA, MI

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 9/2/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/3/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/23/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 2/17/2003
Investment Company Products/Variable Contracts Representative Examination

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MOTIV8 ADV PART 2A BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts1,568
AUM (Assets Under Management)$ 187,093,402

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MOTIV8 INVESTMENTS LLC

CRD#: 285560

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