Doyel
Price

Invicta Financial Group

CRD#2672139
Investment Advisor
in Yuma, AZ

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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

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Fixed Fees, Others

Disclosures

No

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

Doyel Price Work History

Doyel has 11 years of experience.

2018 - Present (3 years)

Bdt & Associates, Inc

2011 - 2018 (7 years)

Cambridge Investment Research Advisors, Inc

2010 - 2018 (8 years)

Bdt And Associates

2009 - 2011 (2 years)

Cambridge Legacy Advisors, Inc

Disclosures

Doyel Price has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Invicta Financial Group

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