Doyel
Price
Invicta Financial Group
Answer a few questions and
get matched with an advisor.
About this Advisor
Doyel Price is a financial advisor based out of Yuma, Arizona with a total of 5 years of industry experience. Price is on the advisory team at Invicta Financial Group. Throughout their career, they have worked at Cambridge Investment Research Advisors, Inc, Bdt And Associates and Bdt & Associates, Inc. Price maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in California, Louisiana and Texas. Invicta Financial Group is a financial advisory company headquartered in Yuma, AZ. It has offices in four locations and a total of 11 financial advisors. It oversees $198 million in total assets between its 1,518 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,518 client accounts, 33% belong to high-net-worth clients who have greater than $1 million in investable assets. Invicta Financial Group offers a set of services, including financial planning services, selection of other advisers and other services. Fees charged by financial advisors are based on which service is provided. Fee types billed by Invicta Financial Group can be comprised of any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Invicta Financial Group Brokerage Details
$197,605,866
11
1,518
$130,175
Investment Advisory Services
- Financial planning services
- Selection of other advisers
- Other
Doyel Price Work History
Doyel has been registered as a financial advisor for 5 years.*
Bdt & Associates, Inc
Cambridge Investment Research Advisors, Inc
Bdt And Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Doyel Price to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Invicta Financial Group
Yuma, AZ
Yuma, AZ
Temecula, CA
Yuma, AZ
Boerne, TX
Yuma, AZ
Coronado, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, 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. 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.
