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 based in San Diego, California, with a total of 14 years of professional experience. Barker currently works for Invicta Financial Group. Over the course of their career, they have held roles at Northrop Grumman, N/A and Bdt & Associates, Inc. Barker maintains Series 65 and Series 65 licenses, certifying them as an investment advisor representative, and is able to advise clients in California and Texas. Invicta Financial Group is a financial advisory firm headquartered in San Diego, California. The company has offices in five locations and a total of 10 advisors. It has $260 million in total assets between its 1,402 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,402 client accounts, 33% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company offers a set of services, such as financial planning services, selection of other advisers and other services. Financial management fees vary depending on which services are offered. However, fee types billed by Invicta Financial Group can include any combination of fixed and other fees.

Certifications and Registrations

Series 65, 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 W. Bernardo Ct Suite 300
San Diego, CA 92127

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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

Howard Barker Work History

Howard has 14 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

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