Invicta Financial Group

Investment Advisor
in Yuma, AZ

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About this Advisor

Benjamin Williams is a financial advisor who works in Yuma, Arizona, who has been in the financial industry for 10 years. Williams is currently employed by Invicta Financial Group. Over the course of their career, they have held roles at Cambridge Investment Research Advisors, Inc, Winthrop University, York Technical College and Bdt & Associates, Inc. Williams holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Arizona, California, North Carolina and Washington. Invicta Financial Group is a business that has its headquarters in Yuma, Arizona. The investment advisory business has offices in three locations and a total of nine employees. It has $104 million in assets under management among its 1,131 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,131 customer accounts, 22% are held by high-net-worth clients who have more than $1 million in investable assets. The business provides a few services, such as financial planning services, selection of other advisers and other services. Fees charged by financial advisors depend on the type of financial services. Fee types charged by Invicta Financial Group likely are comprised of fixed and other fees.

Certifications and Registrations

Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

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


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


AZ Average: 37
Total Number of Accounts


AZ Average: 1,370
Average Account Size


AZ Average: $1,135,308

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Benjamin Williams Work History

Benjamin has 10 years of experience.

2018 - Present (3 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

2010 - 2011 (1 year)

York Technical College


Benjamin Williams has no 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
Scott Hull
Yuma, AZ
Barry Todd
Yuma, AZ
Blake Morlet
San Diego, CA
George Stratmann
San Diego, CA

This content was 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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