Invicta Financial Group
About this Advisor
Doyel Price is a financial advisor operating out of Yuma, Arizona, with 11 years of financial industry experience. Price currently works for Invicta Financial Group. The advisor has gained experience at Cambridge Legacy Advisors, Inc, Cambridge Investment Research Advisors, Inc, Bdt And Associates and Bdt & Associates, Inc. Price holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Louisiana and North Carolina. Invicta Financial Group is a financial advisory firm that has its headquarters in Yuma, Arizona. It has offices in three locations and a total of nine employees. It controls $104 million in total assets across its 1,131 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,131 accounts, 22% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm provides a set of services, such as financial planning services, selection of other advisers and other services. Financial management fee schedules usually are based on which services the firm provides the client. Fee types charged by Invicta Financial Group most likely include any blend of fixed and other fees.
Certifications and Registrations
Years of Experience
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Invicta Financial Group Brokerage Details
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Investment Advisory Services
- Financial planning services
- Selection of other advisers
Doyel Price Work History
Doyel has 11 years of experience.
Bdt & Associates, Inc
Cambridge Investment Research Advisors, Inc
Bdt And Associates
Cambridge Legacy Advisors, Inc
Doyel Price has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Invicta Financial Group
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.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.
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