George VillaCRD Number: 4632651
Current Firm: Motiv8 Investments LLC
George Villa (CRD# 4632651) is an Investment Advisor Representative working at Motiv8 Investments LLC in Groveland, IL and has over 14 years of experience in the finance industry.
Charles Schwab & Company, Inc.
Lpl Financial LLC
Royal Alliance Associates, Inc.
|Motiv8 Investments LLC||Groveland, IL||Mar 2017 - Current||1|
|Usa Tax & Insurance Services||Palm Harbor, FL||Oct 2007 - Current||10|
|Villa Tax Advisory Group (dba)||Groveland, IL||Jan 2005 - Current||13|
|George Villa||Morton, IL||Oct 1997 - Current||20|
|Brokers International Financial Services||Groveland, IL||Jan 2013 - Mar 2017||4|
|American Investment Services||Palm Harbor, FL||May 2004 - Jan 2013||8|
|Midamerica Financial Services, Inc.||Groveland, IL||Nov 2006 - Aug 2011||4|
|Society For Financial Awareness||San Diego, CA||May 2006 - Nov 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2003|
|S65||NASAA Investment Advisors Law Examination||Sep 2003|
Total Assets Under Management43MILLIONS
Total Number of Accounts375ACCOUNTS
Average Account Value$114,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, FL, IA, IL, KS, LA, MA, MI, MN, MO, NC, NH, NJ, NY, OK, PA, SC, TX, WI
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