Leigh
Harns

Invicta Financial Group

CRD#6268718
Investment Advisor
in San Diego, CA

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About this Advisor

Leigh Harns is a financial advisor operating out of San Diego, California, who has been in the advisory business for 12 years. Harns currently works for Invicta Financial Group. Their career trajectory has included roles at Bdt & Associates, Inc, Helix Charter High School and Student. Harns holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in California and Texas. Invicta Financial Group is an advisory company that has its headquarters in San Diego, California. The company has offices in three locations and a total of nine advisors. It controls $104 million in assets under management between its 1,131 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,131 client accounts, 22% belong to high-net-worth investors who have at least $1 million in investable assets. Invicta Financial Group performs a set of services, including financial planning services, selection of other advisers and other services. A financial advisor's fee schedules are based on the services offered. Fee types billed by Invicta Financial Group can consist of 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

Leigh Harns Work History

Leigh has 12 years of experience.

2018 - Present (4 years)

Bdt & Associates, Inc

2013 - 2018 (5 years)

Bdt & Associates, Inc

2011 - 2013 (2 years)

Helix Charter High School

2008 - 2013 (5 years)

Student

Disclosures

Leigh Harns 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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