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 operating out of San Diego, California with 5 years of relevant experience. Barker works at Invicta Financial Group. During their career, Barker has held roles at Northrop Grumman, N/A and Bdt & Associates, Inc. Barker holds a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in California and Texas. Invicta Financial Group is a firm based in Yuma, AZ. The investment advisory business has offices in four locations and a total of 11 financial advisors. It manages $198 million in assets under management among its 1,518 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,518 client accounts, 33% belong to high-net-worth investors who have more than $1 million in investable assets. The company performs a set of services, such as financial planning services, selection of other advisers and other services. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees charged by Invicta Financial Group can include any blend 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

11440 W. Bernardo Ct Suite 102
San Diego, CA 92127

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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

Howard Barker Work History

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

2018 - Present (6 years)

Bdt & Associates, Inc

2018 - 2018 (< 1 year)

N/A

2008 - 2018 (10 years)

Northrop Grumman

*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 Howard Barker 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
Blake Morlet
Temecula, CA
Gerardo Garcia
Yuma, AZ
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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