Barry
Todd

Invicta Financial Group

CRD#4506777
Investment Advisor
in Yuma, AZ

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About this Advisor

Barry Todd is a chartered financial consultant operating out of Yuma, Arizona, who has been in the advisory business for 15 years. Todd is an advisor for Invicta Financial Group. Their career trajectory has included roles at Bdt & Associates, Inc, Cambridge Investment Research Advisors, Inc and Affluent Advising, LLC. Todd holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Arizona, California and Texas. Invicta Financial Group is an advisory business based in Yuma, Arizona. The firm has offices in five locations and a total of 10 people on staff. It manages $260 million in total assets among its 1,402 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,402 client accounts, 33% belong to high-net-worth investors who have greater than $1 million in assets. Invicta Financial Group has a few services, including financial planning services, selection of other advisers and other services. Fees charged by financial advisors usually are based on the financial services offered. However, fees charged by Invicta Financial Group most likely include any combination of fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

15 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Fixed Fees, Others

Disclosures

No

Office Location

2615 East 24Th Street Suite 2
Yuma, AZ 85365

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Invicta Financial Group Brokerage Details

Total Assets Under Management

$260,050,318

AZ Average: $1,555,372,352
Total Number of Employees

10

AZ Average: 37
Total Number of Accounts

1,402

AZ Average: 1,370
Average Account Size

$185,485

AZ Average: $1,135,308

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Barry Todd Work History

Barry has 15 years of experience.

2018 - Present (4 years)

Bdt & Associates, Inc

2014 - Present (8 years)

Affluent Advising, LLC

2007 - Present (15 years)

Bdt & Associates, Inc

2016 - 2018 (2 years)

Cambridge Investment Research Advisors, Inc

2011 - 2014 (3 years)

Cambridge Investment Research Advisors, Inc

Disclosures

Barry Todd has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Invicta Financial Group

Sandi Goldhamer
Yuma, AZ
Doyel Price
Yuma, AZ
Leigh Harns
Coronado, CA
Howard Barker
San Diego, CA
Barry Todd
Yuma, AZ
Scott Hull
Yuma, AZ
Blake Morlet
Temecula, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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