Sandi
Goldhamer

Invicta Financial Group

CRD#7314990
Investment Advisor
in Yuma, AZ

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About this Advisor

Sandi Goldhamer is a financial advisor working out of Yuma, Arizona, who has been in the industry for 11 years. Goldhamer is an employee of Invicta Financial Group. Over the course of their career, Goldhamer has held roles at United States Border Patrol, N/A - Retired and Bdt & Associates, Inc. Goldhamer has 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, Arizona. The firm has offices in five locations and a total of 10 financial advisors. It has $260 million in total assets across its 1,402 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,402 client accounts, 33% belong to high-net-worth investors who have more than $1 million in assets available to invest. Invicta Financial Group has a few services, including financial planning services, selection of other advisers and other services. Fees charged by financial advisors are based on which services the firm provides the client. Fees billed by Invicta Financial Group can be comprised of some combination of fixed and other fees.

Certifications and Registrations

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

$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

Sandi Goldhamer Work History

Sandi has 11 years of experience.

2020 - Present (2 years)

Bdt & Associates, Inc

2019 - 2020 (1 year)

N/A - Retired

2015 - 2019 (4 years)

United States Border Patrol

2013 - 2015 (2 years)

United States Border Patrol

2011 - 2013 (2 years)

United States Border Patrol

Disclosures

Sandi Goldhamer 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.

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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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