Rex
Linkenbach
Invicta Advisors LLC
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About this Advisor
Rex Linkenbach is a certified financial planner who works in Monroeville, Pennsylvania who has 5 years of industry experience. Linkenbach currently works for Invicta Advisors LLC. Their career trajectory has included roles at Invicta Capital LLC, Invicta Advisors LLC, Principal Mutual Life Insurance, Princor Financial Services Corporation, Trustmont Financial Group, Inc and Trustmont Advisory Group, Inc. Linkenbach maintains a Series 63 license, qualifying them as a securities agent, and can serve investors in Ohio. Invicta Advisors LLC is a financial advisory business operating out of Monroeville, PA. The investment advisory business has offices in five locations and a total of 36 financial advisors. It handles $422 million in total assets between its 3,108 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 3,108 customer accounts, 30% belong to high-net-worth individuals who have at least $1 million in investable assets. The firm has a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees are based on which services the firm provides the client. Fee types charged by Invicta Advisors LLC most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Invicta Advisors LLC Brokerage Details
$421,922,781
36
3,108
$135,754
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Rex Linkenbach Work History
Rex has been registered as a financial advisor for 5 years.*
Invicta Capital LLC
Invicta Advisors LLC
Trustmont Financial Group, Inc
Trustmont Advisory Group, Inc
Principal Mutual Life Insurance
Princor Financial Services Corporation
*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.
Disclosures
Please visit the SEC profile of Rex Linkenbach 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 Advisors LLC
Basalt, CO
Monroeville, PA
Williamsport, PA
Monroeville, PA
Loveland, CO
Monroeville, PA
Marcus Hook, PA
Marcus Hook, PA
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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.