MH
MH

Marci Hodge

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,011 clients
Average Client Portfolio
$185K average
Assets Under Management
$187.1M

Fee Structure

Minimum Investment:$50K
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Location

542 NW University Blvd, Suite B101, Port St Lucie, FL, 34986

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Marci provides Medicare insurance policies, life insurance, long-term care, and fixed annuities. She receives commissions as a 1099 payment through an FMO.

Employment History
Current Registrations
Motiv8 Investments LLC
July 2022 - Present · 3 yrs 7 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.