Blake
Morlet

Invicta Financial Group

CRD#6915226
Investment Advisor
in Temecula, CA

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About this Advisor

Blake Morlet is a financial advisor working out of Temecula, California with a total of 5 years of industry experience. Morlet is on the advisory team at Invicta Financial Group. During their career, Morlet has held roles at Bdt & Associates, Inc and Avalon Management Group. Morlet holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in California. Invicta Financial Group is a business that has its headquarters in Yuma, AZ. The firm has offices in four locations and a total of 11 advisors. It administers $198 million in total assets among its 1,518 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,518 customer accounts, 33% are associated with high-net-worth investors who have at least $1 million in assets. The business offers a set of services, including financial planning services, selection of other advisers and other services. Financial advisory fees largely vary depending on which service is offered. However, fee types billed by Invicta Financial Group can include any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

41593 Winchester Road, Ste. 200
Temecula, CA 92590

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Invicta Financial Group Brokerage Details

Total Assets Under Management

$197,605,866

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

11

CA Average: 37
Total Number of Accounts

1,518

CA Average: 1,370
Average Account Size

$130,175

CA Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Blake Morlet Work History

Blake has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Bdt & Associates, Inc

2012 - 2018 (6 years)

Avalon Management Group

*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.

Disclosures

Please visit the SEC profile of Blake Morlet 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
Howard Barker
San Diego, CA
Leigh Harns
Coronado, 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 profile-compliance@smartasset.com.

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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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