Invicta Financial Group

Invicta Financial Group (CRD# 288008) is a financial advisory firm headquartered in Yuma, AZ. They manage $250,954,763 in 1,608 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
2615 East 24th Street, Suite 2, Yuma, AZ 85365
https://www.invictafg.com
By the Numbers
  • Total Assets Under Management
    251
    MILLION
  • Total Number of Accounts
    1,608
    ACCOUNTS
  • Average Account Value
    $156,066
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IA, LA, NC, NE, NV, TX, VA, WA

Financial Advisors at Invicta Financial Group
Showing 1 - 9 of 9 top financial advisors.
1
Howard Barker, financial advisor San Diego CA
Howard F. Barker
CRD#: 6918037
11440 W. Bernardo Ct, Suite 102, San Diego, CA 92127

Howard Barker (CRD# 6918037) is an Investment Advisor Representative working at Invicta Financial Group in San Diego, CA and has over 5 years of experience in the finance industry.

2
Leigh Harns, financial advisor Coronado CA
Leigh B. Harns
CRD#: 6268718
1033 B Avenue Ste. 105, Coronado, CA 92118

Leigh Harns (CRD# 6268718) is an Investment Advisor Representative working at Invicta Financial Group in Coronado, CA and has over 6 years of experience in the finance industry.

3
Scott Hull, financial advisor Yuma AZ
Scott L. Hull
CRD#: 843244
2615 East 24th Street, Suite 2, Yuma, AZ 85365

Scott Hull (CRD# 843244) is an Investment Advisor Representative working at Invicta Financial Group in Yuma, AZ and has over 42 years of experience in the finance industry.

4
Blake Morlet, financial advisor Temecula CA
Blake A. Morlet
CRD#: 6915226
41593 Winchester Road, Ste. 200, Temecula, CA 92590

Blake Morlet (CRD# 6915226) is an Investment Advisor Representative working at Invicta Financial Group in Temecula, CA and has over 6 years of experience in the finance industry.

5
Doyel Price, financial advisor Yuma AZ
Doyel N. Price
CRD#: 2672139
2615 East 24th Street, Suite 2, Yuma, AZ 85365

Doyel Price (CRD# 2672139) is an Investment Advisor Representative working at Invicta Financial Group in Yuma, AZ and has over 28 years of experience in the finance industry.

6
George Stratmann, financial advisor San Diego CA
George E. Stratmann
CRD#: 2712567
11440 West Bernardo Court, Suite 102, San Diego, CA 92127

George Stratmann (CRD# 2712567) is an Investment Advisor Representative working at Invicta Financial Group in San Diego, CA and has over 28 years of experience in the finance industry.

7
Barry Todd, financial advisor Yuma AZ
Barry D. Todd
CRD#: 4506777
2615 East 24th Street, Suite 2, Yuma, AZ 85365

Barry Todd (CRD# 4506777) is an Investment Advisor Representative working at Invicta Financial Group in Yuma, AZ and has over 22 years of experience in the finance industry.

8
Benjamin Williams, financial advisor Yuma AZ
Benjamin A. Williams
CRD#: 6250332
2615 East 24th Street, Suite 2, Yuma, AZ 85365

Benjamin Williams (CRD# 6250332) is an Investment Advisor Representative working at Invicta Financial Group in Yuma, AZ and has over 10 years of experience in the finance industry.

9
Sandi Goldhamer, financial advisor Yuma AZ
Sandi I. Goldhamer
CRD#: 7314990
2615 East 24th Street, Suite 2, Yuma, AZ 85365

Sandi Goldhamer (CRD# 7314990) is an Investment Advisor Representative working at Invicta Financial Group in Yuma, AZ and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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