Invicta Advisors LLC

Invicta Advisors LLC (CRD# 298868) is a financial advisory firm headquartered in Monroeville, PA. They manage $459,772,561 in 1,990 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    460
    MILLION
  • Total Number of Accounts
    1,990
    ACCOUNTS
  • Average Account Value
    $231,041
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, PA, VT, WA

Financial Advisors at Invicta Advisors LLC
Showing 1 - 10 of 13 top financial advisors.
1
Adam Beveridge
CRD#: 4897111
1010 South 336th St., Suite 305, Federal Way, WA 98003

Adam Beveridge (CRD# 4897111) is an Investment Advisor Representative working at Invicta Advisors LLC in Federal Way, WA and has over 12 years of experience in the finance industry.

2
Kyle E. Beveridge
CRD#: 1140847
111 Park Avenue East, Mansfield, OH 44902

Kyle Beveridge (CRD# 1140847) is an Investment Advisor Representative working at Invicta Advisors LLC in Mansfield, OH and has over 36 years of experience in the finance industry.

3
Preston Boyd
CRD#: 5370644
111 Park Ave E, Mansfield, OH 44902

Preston Boyd (CRD# 5370644) is an Investment Advisor Representative working at Invicta Advisors LLC in Mansfield, OH and has over 13 years of experience in the finance industry.

4
Michael L. Knell
CRD#: 1861119
111 Park Ave East, Mansfield, OH 44902

Michael Knell (CRD# 1861119) is an Investment Advisor Representative working at Invicta Advisors LLC in Mansfield, OH and has over 19 years of experience in the finance industry.

5
Alex J. Kulka
CRD#: 5828402
111 Park Avenue East, Mansfield, OH 44902

Alex Kulka (CRD# 5828402) is an Investment Advisor Representative working at Invicta Advisors LLC in Mansfield, OH and has over 7 years of experience in the finance industry.

6
Rex Linkenbach
CRD#: 2521282
111 Park Ave East, Mansfield, OH 44902

Rex Linkenbach (CRD# 2521282) is an Investment Advisor Representative working at Invicta Advisors LLC in Mansfield, OH and has over 27 years of experience in the finance industry. Rex Linkenbach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Scott A. Lucas
CRD#: 1489956
947 Worthington Woods Loop Road, Worthington, OH 43085

Scott Lucas (CRD# 1489956) is an Investment Advisor Representative working at Invicta Advisors LLC in Worthington, OH and has over 34 years of experience in the finance industry.

8
Kristin M. Pearson
CRD#: 4522677
2790 Mosside Boulevard, Suite 530, Monroeville, PA 15146

Kristin Pearson (CRD# 4522677) is an Investment Advisor Representative working at Invicta Advisors LLC in Monroeville, PA and has over 17 years of experience in the finance industry.

9
Eric M. Smith
CRD#: 4832474
1318 Meetinghouse Road, Upper Chichester, PA 19061

Eric Smith (CRD# 4832474) is an Investment Advisor Representative working at Invicta Advisors LLC in Upper Chichester, PA and has over 16 years of experience in the finance industry.

10
Gregory S. Teal
CRD#: 4768591
1318 Meetinghouse Road, Upper Chichester, PA 19061

Gregory Teal (CRD# 4768591) is an Investment Advisor Representative working at Invicta Advisors LLC in Upper Chichester, PA and has over 17 years of experience in the finance industry. Gregory Teal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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