Invicta Financial Group
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About this Advisor
Sandi Goldhamer is a financial advisor based out of Yuma, Arizona with a total of 2 years of industry experience. Goldhamer currently works for Invicta Financial Group. Their career trajectory has included roles at United States Border Patrol, N/A - Retired and Bdt & Associates, Inc. Goldhamer holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Texas. Invicta Financial Group is a business operating out of Yuma, AZ. The company has offices in four locations and a total of 11 employees. It manages $198 million in total assets among its 1,518 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,518 customer accounts, 33% belong to high-net-worth clients who have greater than $1 million in assets. Invicta Financial Group performs a few services, including financial planning services, selection of other advisers and other services. Fees charged by financial advisors largely are based on the services. However, fee types billed by Invicta Financial Group most likely are comprised of any combination of asset-based, fixed and other fees.
Certifications and Registrations
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Invicta Financial Group Brokerage Details
Investment Advisory Services
- Financial planning services
- Selection of other advisers
Sandi Goldhamer Work History
Sandi has been registered as a financial advisor for 2 years.*
Bdt & Associates, Inc
N/A - Retired
United States Border Patrol
United States Border Patrol
*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 Sandi Goldhamer 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
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 email@example.com.
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