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Treasurer/director/shareholder · Invicta Financial Group

Benjamin A. Williams

CRD 6250332 · Named on Form ADV at one SEC-registered adviser

At a glance

Invicta Financial Group, an SEC-registered wealth manager based in Yuma, AZ with $371 million in regulatory assets, lists Benjamin A. Williams on its Form ADV as Treasurer/director/shareholder.

Firms and roles

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Benjamin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Barry D. ToddChief Executive Officer/owner, Invicta Financial Group
  • Kimberly K. DavisOwner/chief Compliance Officer/president/chief Financial Officer, Invicta Financial Group
  • Leigh B. HarnsSecretary/director/shareholder, Invicta Financial Group
  • Tyler C. LaurelDirector/shareholder, Invicta Financial Group

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benjamin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.