SM
Sean A. Mason
MOTIV8 INVESTMENTS LLC
Fresno, CA 93704
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CRD#: 6397859
SM
Professional summary
Sean Allen Mason is a registered financial advisor currently at MOTIV8 INVESTMENTS LLC located in Fresno, California.
Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Sean has worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
Fresno Financial Advisors (dba) Insurance and annuity sales, Agent since 2002. Commissions vary by insurance company and product. Typical annuity policy pays 7% commission on the total premium paid. Society of Financial Awareness, provide financial education through workshops and seminars beginning 02/2020. I receive no compensation for this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Sean Allen Mason'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
September 8, 2022 - Present
MOTIV8 INVESTMENTS LLC
Office #1: 5260 N. Palm Avenue, Suite 320, Fresno, CA 93704RIA
CRD#: 285560
Fresno, CA
Past
July 23, 2020 - September 6, 2022
CREATIVEONE WEALTH, LLC
RIA
CRD#: 281213
Fresno, CA
Past
March 27, 2017 - July 24, 2020
BROOKSTONE WEALTH ADVISORS, LLC
RIA
CRD#: 137658
Fresno, CA
Past
September 18, 2014 - March 29, 2017
MATRIX PRIVATE WEALTH SOLUTIONS, CORP.
RIA
CRD#: 167536
Fresno, CA
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
California(9/8/2022)
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#: 285560Fresno, CA 93704TRUST BUT VERIFY
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