Benjamin
Williams

Invicta Financial Group

CRD#6250332
Investment Advisor
in Yuma, AZ

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About this Advisor

Benjamin Williams is a financial advisor working out of Yuma, Arizona, with 5 years of relevant experience. Williams is an advisor for Invicta Financial Group. Their career trajectory has included roles at Cambridge Investment Research Advisors, Inc, Winthrop University and Bdt & Associates, Inc. Williams holds a Series 65 license, designating them as an investment advisor representative, and is approved to work in Arizona, California, North Carolina, Texas and Washington. Invicta Financial Group is a company operating out of Yuma, AZ. The firm has offices in four locations and a total of 11 people on staff. It administers $198 million in assets among its 1,518 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,518 accounts, 33% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Invicta Financial Group offers a set of services, such as financial planning services, selection of other advisers and other services. Financial management fees depend on which service is offered. Fees billed by Invicta Financial Group can include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

2615 East 24Th Street Suite 2
Yuma, AZ 85365

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Invicta Financial Group Brokerage Details

Total Assets Under Management

$197,605,866

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

11

AZ Average: 37
Total Number of Accounts

1,518

AZ Average: 1,370
Average Account Size

$130,175

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Benjamin Williams Work History

Benjamin has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Bdt & Associates, Inc

2014 - 2018 (4 years)

Cambridge Investment Research Advisors, Inc

2014 - 2018 (4 years)

Bdt & Associates, Inc

2011 - 2013 (2 years)

Winthrop University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Benjamin Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Invicta Financial Group

Sandi Goldhamer
Yuma, AZ
Gerardo Garcia
Yuma, AZ
Blake Morlet
Temecula, CA
Phillip Mills
Boerne, TX
Doyel Price
Yuma, AZ
Leigh Harns
Coronado, CA
Howard Barker
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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