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 industry for 13 years. Todd works at Invicta Financial Group. The advisor has gained experience at Cambridge Legacy Advisors, Inc, Bdt & Associates, Inc, Affluent Advising, LLC and Cambridge Investment Research Advisors, Inc. Todd maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Arizona, California, Iowa, Nevada, North Carolina, Texas and Washington. Invicta Financial Group is an advisory business operating out of Yuma, Arizona. The firm has offices in three locations and a total of nine advisors. It has $104 million in assets under management between its 1,131 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,131 customer accounts, 22% are associated with high-net-worth clients who have more than $1 million in investable assets. The business has a set of services, including financial planning services, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types billed by Invicta Financial Group most likely include some blend of fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

13 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Fixed Fees, Others

Disclosures

Yes

Office Location

2615 East 24Th Street Suite 2
Yuma, AZ 85365

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Invicta Financial Group Brokerage Details

Total Assets Under Management

$104,000,000

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

9

AZ Average: 37
Total Number of Accounts

1,131

AZ Average: 1,370
Average Account Size

$91,954

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 13 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

2008 - 2011 (3 years)

Cambridge Legacy Advisors, Inc

Disclosures

Barry Todd has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Invicta Financial Group

Doyel Price
Yuma, AZ
Howard Barker
San Diego, CA
Leigh Harns
San Diego, CA
Barry Todd
Yuma, AZ
Scott Hull
Yuma, AZ
Blake Morlet
San Diego, CA
George Stratmann
San Diego, CA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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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