Doyel
Price
Invicta Financial Group
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About this Advisor
Doyel Price is a financial advisor based in Yuma, Arizona, who has been in the financial industry for 12 years. Price is an advisor for Invicta Financial Group. During their career, Price has held roles at Cambridge Investment Research Advisors, Inc, Bdt & Associates, Inc and Bdt And Associates. Price maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Louisiana and Texas. Invicta Financial Group is a business that has its headquarters in Yuma, Arizona. The firm has offices in five locations and a total of 10 employees. It has $260 million in total assets between its 1,402 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,402 accounts, 33% belong to high-net-worth investors who have greater than $1 million in investable assets. Invicta Financial Group provides a few services, including financial planning services, selection of other advisers and other services. Fees charged by financial advisors usually vary depending on the type of financial services offered. Fee types charged by Invicta Financial Group can consist of fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Invicta Financial Group Brokerage Details
$260,050,318
10
1,402
$185,485
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Selection of other advisers
- Other
Doyel Price Work History
Doyel has 12 years of experience.
Bdt & Associates, Inc
Cambridge Investment Research Advisors, Inc
Bdt And Associates
Disclosures
Doyel Price has no disclosures.
Please visit their SEC profile for more details.
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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.
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