Invicta Financial Group

Investment Advisor
in Coronado, CA

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About this Advisor

Leigh Harns is a financial advisor operating out of Coronado, California, with a total of 5 years of relevant experience. Harns is an advisor for Invicta Financial Group. Their career trajectory has included roles at Bdt & Associates, Inc, Helix Charter High School and Student. Harns has a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in California and Texas. Invicta Financial Group is a financial advisory company operating out of Yuma, AZ. It has offices in four locations and a total of 11 advisors. It controls $198 million in assets under management among its 1,518 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,518 accounts, 33% are associated with high-net-worth clients who have at least $1 million in assets. Invicta Financial Group offers a set of services, such as financial planning services, selection of other advisers and other services. Financial advisory fee schedules typically are based on the type of financial services. However, fee types charged by Invicta Financial Group likely are comprised 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

1033 B Avenue Ste. 105
Coronado, CA 92118

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Invicta Financial Group Brokerage Details

Total Assets Under Management


CA Average: $1,555,372,352
Total Number of Employees


CA Average: 37
Total Number of Accounts


CA Average: 1,370
Average Account Size


CA Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Leigh Harns Work History

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

2018 - Present (6 years)

Bdt & Associates, Inc

2013 - 2018 (5 years)

Bdt & Associates, Inc

2011 - 2013 (2 years)

Helix Charter High School

2008 - 2013 (5 years)


*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 Leigh Harns 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
Leigh Harns
Coronado, CA
Howard Barker
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 profile-compliance@smartasset.com.

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