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MH

Marci Hodge

MOTIV8 INVESTMENTS LLC
Deland, FL 32724
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CRD#: 7449604
MH

Professional summary


Marci Hodge, who also goes by Marci A Cook, is a registered financial advisor currently at MOTIV8 INVESTMENTS LLC located in Deland, Florida.

Marci is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Marci has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Marci A Cook

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.
Provides Medicare Insurance policies, Life Insurance, Long Term Care and Fixed Annuities. Commissions are received from company through an FMO as a 1099 payment.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Marci Hodge's CRS (Customer Relationship Summary).
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®
None

Experience


Current

July 6, 2022 - Present

MOTIV8 INVESTMENTS LLC

Office #1: 100 E. New York Avenue, Suite 335, Deland, FL 32724
RIA
CRD#: 285560
Deland, FL

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
Florida
(7/6/2022)
IAR
Texas
(2/16/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/30/2022
Uniform Investment Adviser Law 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#: 285560Deland, FL 32724

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