Leigh
Harns

Invicta Financial Group

CRD#6268718
Investment Advisor
in Coronado, CA

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About this Advisor

Leigh Harns is a financial advisor operating out of Coronado, California, who has 14 years of professional 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 holds a Series 65 license, designating them as an investment advisor representative, and can operate in California and Texas. Invicta Financial Group is a registered investment business based in Coronado, California. It has offices in five locations and a total of 10 employees. It handles $260 million in total assets between its 1,402 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,402 client accounts, 33% belong to high-net-worth clients who have more than $1 million in assets available to invest. Invicta Financial Group provides a set of services, such as financial planning services, selection of other advisers and other services. Financial advisory fee schedules typically are based on which service is offered. Fee types billed by Invicta Financial Group can include some combination of fixed and other fees.

Certifications and Registrations

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

1033 B Avenue Ste. 105
Coronado, CA 92118

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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

Leigh Harns Work History

Leigh has 14 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

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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