Invicta Financial Group
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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
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Invicta Financial Group Brokerage Details
Investment Advisory Services
- Financial planning services
- Selection of other advisers
Howard Barker Work History
Howard has been registered as a financial advisor for 5 years.*
Bdt & Associates, Inc
*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.
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
San Diego, 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 email@example.com.
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