Sean
Mason
Motiv8 Investments LLC
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About this Advisor
Sean Mason is a financial advisor based in Fresno, California, working with Motiv8 Investments LLC. Sean has previously held positions at Mason Financial & Insurance Services, Retirement Wealth Advisors, Fresno Financial Advisors, American Retirement Institute, Changepath, LLC/Creativeone Wealth, LLC, Resolute Capital Partners, Motiv8 Investments LLC, and Phi Beta Kapital Investments, Inc. Sean has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Sean is part of Motiv8 Investments LLC, which operates out of Fresno, California. The firm has 12 offices and 39 employees. The firm manages assets totaling $161.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Motiv8 Investments LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Motiv8 Investments LLC Brokerage Details
$161,355,661
39
1,628
$99,113
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Sean Mason Work History
Motiv8 Investments LLC
Resolute Capital Partners
American Retirement Institute
Fresno Financial Advisors
Changepath, LLC/Creativeone Wealth, LLC
Retirement Wealth Advisors
Phi Beta Kapital Investments, Inc
Mason Financial & Insurance Services
Disclosures
Please visit the SEC profile of Sean Mason to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Motiv8 Investments LLC
Port Saint Lucie, FL
Port Saint Lucie, FL
Port Saint Lucie, FL
Port Saint Lucie, FL
Port Saint Lucie, FL
Chatham, MA
Fayetteville, AR
Port Saint Lucie, FL
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