Phillip
Mills

Invicta Financial Group

CRD#6890376
Investment Advisor
in Boerne, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Chartered Financial Consultant

Years Registered*

less than 1 year

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

12 Truss Drive #104
Boerne, TX 78006

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Invicta Financial Group Brokerage Details

Total Assets Under Management

$197,605,866

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

11

TX Average: 37
Total Number of Accounts

1,518

TX Average: 1,370
Average Account Size

$130,175

TX Average: $1,135,308

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.*

2023 - Present (1 year)

Invicta Financial Group

2022 - Present (2 years)

Sci, Inc

2018 - Present (6 years)

Us Air Force Reserves

2019 - 2020 (1 year)

Unmanned Systems Inc

2018 - 2022 (4 years)

Northwestern Mutual

2018 - 2018 (< 1 year)

Northwestern Mutual

2018 - 2018 (< 1 year)

Northwestern Mutual

2017 - 2018 (1 year)

First Command Financial Planning Inc

2011 - 2018 (7 years)

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

Sandi Goldhamer
Yuma, AZ
Blake Morlet
Temecula, CA
Gerardo Garcia
Yuma, AZ
Phillip Mills
Boerne, TX
Doyel Price
Yuma, AZ
Howard Barker
San Diego, CA
Leigh Harns
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.

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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started