Scott
Hull

Invicta Financial Group

CRD#843244
Investment Advisor
in Yuma, AZ

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About this Advisor

Scott Hull is a financial advisor whose office is in Yuma, Arizona. Currently an investment advisor with Invicta Financial Group, they have gathered 13 years of practice in the financial advisory industry. Hull holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Hull can advise customers in Arizona. During their career, the advisor has held roles at Cambridge Legacy Advisors, Inc, Cambridge Investment Research Advisors, Inc, Bdt And Associates and Bdt & Associates, Inc. Invicta Financial Group is based out of Yuma, Arizona, and operates out of three other offices throughout the country. Overall, Invicta Financial Group manages $104 million in assets covering 1,131 accounts and retains nine staff members. The amount of assets the firm manages places it among the mid-sized firms in the country. Currently 22% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Invicta Financial Group can provide financial planning services, selection of other advisers and other services. The firm may charge clients fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 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

$104,000,000

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

9

AZ Average: 37
Total Number of Accounts

1,131

AZ Average: 1,370
Average Account Size

$91,954

AZ Average: $1,135,308

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Scott Hull Work History

Scott has 13 years of experience.

2018 - Present (3 years)

Bdt & Associates, Inc

2007 - Present (14 years)

Bdt And Associates

2011 - 2018 (7 years)

Cambridge Investment Research Advisors, Inc

2008 - 2011 (3 years)

Cambridge Legacy Advisors, Inc

Disclosures

Scott Hull has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Invicta Financial Group

Doyel Price
Yuma, AZ
Howard Barker
San Diego, CA
Leigh Harns
San Diego, CA
Scott Hull
Yuma, AZ
Barry Todd
Yuma, AZ
Blake Morlet
San Diego, CA
George Stratmann
San Diego, CA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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