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 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

Series 63, Series 65

Years of Experience

12 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

$260,050,318

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

10

AZ Average: 37
Total Number of Accounts

1,402

AZ Average: 1,370
Average Account Size

$185,485

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 12 years of experience.

2018 - Present (5 years)

Bdt & Associates, Inc

2011 - 2018 (7 years)

Cambridge Investment Research Advisors, Inc

2010 - 2018 (8 years)

Bdt And Associates

Disclosures

Doyel Price has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Invicta Financial Group

Sandi Goldhamer
Yuma, AZ
Doyel Price
Yuma, AZ
Howard Barker
San Diego, CA
Leigh Harns
Coronado, CA
Scott Hull
Yuma, AZ
Barry Todd
Yuma, AZ
Blake Morlet
Temecula, CA

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.

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.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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