Howard
Barker

Invicta Financial Group

CRD#6918037
Investment Advisor
in San Diego, CA

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About this Advisor

Howard Barker is a financial advisor who lives in San Diego, California. Currently a registered financial advisor with Invicta Financial Group, they have accrued 12 years of professional experience. Barker holds a Series 65 license, certifying the advisor as an investment advisor representative. Barker is registered to work with clients in California. Over the course of their career, Barker has held roles at Northrop Grumman, N/A and Bdt & Associates, Inc. Invicta Financial Group is headquartered in San Diego, California, and has three other brick-and-mortar locations across the country. In total, Invicta Financial Group manages $104 million in assets dispersed across 1,131 client accounts and employs nine staff members. The firm's total assets under management makes it one of the mid-sized financial advisory firms in the United States. Currently 22% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Invicta Financial Group provides 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

12 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Fixed Fees, Others

Disclosures

No

Office Location

11440 W. Bernardo Ct 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

Howard Barker Work History

Howard has 12 years of experience.

2018 - Present (4 years)

Bdt & Associates, Inc

2018 - 2018 (< 1 year)

N/A

2008 - 2018 (10 years)

Northrop Grumman

Disclosures

Howard Barker has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Invicta Financial Group

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