Sandi
Goldhamer
Invicta Financial Group
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Invicta Financial Group Brokerage Details
$260,050,318
10
1,402
$185,485
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Selection of other advisers
- Other
Sandi Goldhamer Work History
Sandi has 11 years of experience.
Bdt & Associates, Inc
N/A - Retired
United States Border Patrol
United States Border Patrol
United States Border Patrol
Disclosures
Sandi Goldhamer has no disclosures.
Please visit their SEC profile for more details.
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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.
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