Invicta Financial Group
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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
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Invicta Financial Group Brokerage Details
Investment Advisory Services
- Financial planning services
- Selection of other advisers
Leigh Harns Work History
Leigh has been registered as a financial advisor for 5 years.*
Bdt & Associates, Inc
Bdt & Associates, Inc
Helix Charter High School
*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
San Diego, CA
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