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Asset Investment Solutions, LLC CRD 293897
23 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Fort Mill, SC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-06-03 |
| SC | RA | APPROVED | 2018-05-18 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Management Consultants Inc | Richmond | VA | 04/1994 | Present |
| Motiv8 Investments Llc | Fort Mill | SC | 08/2017 | 12/2018 |
| Asset Investment Solutions Llc | Fort Mill | SC | 05/2018 | Present |
1) ASSET MANAGEMENT CONSULTANTS, INC. - INDEPENDENT INSURANCE AGENT AND OWNER - FIXED INSURANCE SALES - FT MILLS, SC - 40 HOURS PER WEEK. 2) HOME PATH FINANCIAL - MANSFIELD, TX - REFERS BUSINESS FOR PRIVATE PLACEMENT IN REAL ESTATE, - 1 HOURS PER WEEK - START: 12/2021 3) US ENERGY - ARLINGTON, TX - REFERS BUSINESS FOR OIL AND GAS INVESTMENTS, 1 HOUR/WK DURING NON-TRADING; START: 06/2023 4) HOSTS FREE EDUCATIONAL SEMINARS, 4 HOURS PER WEEK (1 DURING TRADING), START - 1/2025;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-15 |
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