Invicta Financial Group

Investment Advisor
in Yuma, AZ

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About this Advisor

Gerardo Garcia is a financial advisor operating out of Yuma, Arizona with a total of 1 year of industry experience. Garcia works at Invicta Financial Group. Over the course of their career, Garcia has held roles at Pruco Securities LLC, World Financial Group, United States Marine Corps, Bdt & Associates, Inc and National University. Garcia has a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in California. Invicta Financial Group is a firm operating out of Yuma, AZ. The firm has offices in four locations and a total of 11 financial advisors. It manages $198 million in assets across its 1,518 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,518 client accounts, 33% belong to high-net-worth investors who have greater than $1 million in investable assets. Invicta Financial Group has a set of services, including financial planning services, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on the services. Fee types billed by Invicta Financial Group most likely are comprised of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

2615 East 24Th Street Suite 2
Yuma, AZ 85365

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Invicta Financial Group Brokerage Details

Total Assets Under Management


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


AZ Average: 37
Total Number of Accounts


AZ Average: 1,370
Average Account Size


AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Gerardo Garcia Work History

Gerardo has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Bdt & Associates, Inc

2021 - Present (3 years)

Bdt & Associates, Inc

2020 - 2020 (< 1 year)

Pruco Securities LLC

2020 - 2021 (1 year)

Bdt & Associates, Inc

2019 - 2022 (3 years)

National University

2018 - 2020 (2 years)

World Financial Group

2012 - 2019 (7 years)

United States Marine Corps

*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.


Please visit the SEC profile of Gerardo Garcia 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

Sandi Goldhamer
Yuma, AZ
Gerardo Garcia
Yuma, AZ
Blake Morlet
Temecula, CA
Phillip Mills
Boerne, TX
Doyel Price
Yuma, AZ
Leigh Harns
Coronado, CA
Howard Barker
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

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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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