Phillip
Mills
Invicta Financial Group
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About this Advisor
Phillip Mills is a chartered financial consultant who works out of Boerne, Texas. Mills works at Invicta Financial Group. Their career trajectory has included roles at First Command Financial Planning Inc, Northwestern Mutual, Us Air Force, Unmanned Systems Inc, Sci, Inc, Us Air Force Reserves and Invicta Financial Group. Mills holds a Series 63 license, which qualifies them as a securities agent, and is able to serve investors in Texas. Invicta Financial Group is a company operating out of Yuma, AZ. The company has offices in four locations and a total of 11 advisors. It handles $198 million in total assets between its 1,518 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,518 customer accounts, 33% belong to high-net-worth investors who have greater than $1 million in assets. Invicta Financial Group performs a few services, such as financial planning services, selection of other advisers and other services. Fees for financial advisory services depend on which service is offered. However, fee types charged by Invicta Financial Group likely consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Invicta Financial Group Brokerage Details
$197,605,866
11
1,518
$130,175
Investment Advisory Services
- Financial planning services
- Selection of other advisers
- Other
Phillip Mills Work History
Phillip has been registered as a financial advisor for 0 years.*
Invicta Financial Group
Sci, Inc
Us Air Force Reserves
Unmanned Systems Inc
Northwestern Mutual
Northwestern Mutual
Northwestern Mutual
First Command Financial Planning Inc
Us Air Force
*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 Phillip Mills 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
Yuma, AZ
Yuma, AZ
Temecula, CA
Yuma, AZ
Boerne, TX
Yuma, AZ
San Diego, CA
Coronado, 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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