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 operating in Temecula, California, who has been in the financial industry for 16 years. Morlet currently works for Invicta Financial Group. Over the course of their career, Morlet has held roles at Bdt & Associates, Inc, Avalon Management Group and Starsurplus.Com. Morlet holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in California. Invicta Financial Group is a registered investment business based out of Temecula, California. It has offices in five locations and a total of 10 financial advisors. It has $260 million in assets among its 1,402 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,402 accounts, 33% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Invicta Financial Group offers a set of services, such as financial planning services, selection of other advisers and other services. Fees charged by financial advisors usually vary depending on the services provided. Fees charged by Invicta Financial Group can be comprised of any blend of fixed and other fees.

Certifications and Registrations

Series 65

Years of Experience

16 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Fixed Fees, Others

Disclosures

No

Office Location

41593 Winchester Road, Ste. 200
Temecula, CA 92590

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Invicta Financial Group Brokerage Details

Total Assets Under Management

$260,050,318

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

10

CA Average: 37
Total Number of Accounts

1,402

CA Average: 1,370
Average Account Size

$185,485

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 16 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

Sandi Goldhamer
Yuma, AZ
Doyel Price
Yuma, AZ
Leigh Harns
Coronado, CA
Howard Barker
San Diego, 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.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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