Blake
Morlet

Invicta Financial Group

CRD#6915226
Investment Advisor
in San Diego, CA

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About this Advisor

Blake Morlet is an advisor in San Diego, California. Currently a registered advisor with Invicta Financial Group, Morlet has 14 years of work experience. Morlet holds a Series 65 license, designating them as an investment advisor representative. Morlet is registered to act as a financial advisor based out of California. Their career trajectory has included roles at Bdt & Associates, Inc, Avalon Management Group and Starsurplus.Com. Invicta Financial Group is headquartered in San Diego, California, and has three other locations in the nation. In aggregate, Invicta Financial Group manages $104 million in assets throughout 1,131 accounts and retains nine staff members. The amount of assets the firm manages places it among the mid-sized financial advisory firms in the nation. Currently 22% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. 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 65

Years of Experience

14 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Fixed Fees, Others

Disclosures

No

Office Location

11440 West Bernardo Court Suite 300
San Diego, CA 92127

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Invicta Financial Group Brokerage Details

Total Assets Under Management

$104,000,000

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

9

CA Average: 37
Total Number of Accounts

1,131

CA Average: 1,370
Average Account Size

$91,954

CA Average: $1,135,308

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Blake Morlet Work History

Blake has 14 years of experience.

2018 - Present (4 years)

Bdt & Associates, Inc

2012 - 2018 (6 years)

Avalon Management Group

2006 - 2012 (6 years)

Starsurplus.Com

Disclosures

Blake Morlet 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
Barry Todd
Yuma, AZ
Scott Hull
Yuma, AZ
Blake Morlet
San Diego, CA
George Stratmann
San Diego, CA

The content in this profile was updated on 08/06/2020, using data 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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