Secretary/director/shareholder · Invicta Financial Group
Leigh B. Harns
CRD 6268718 · 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 Leigh B. Harns on its Form ADV as Secretary/director/shareholder.
Firms and roles
- Invicta Financial GroupSecretary/director/shareholderWealth manager · Yuma, AZ · $371M in regulatory assets
AtlasMembers
Leigh’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
- Locked
- When each role began
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- Each firm’s assets and growth
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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
- Benjamin A. WilliamsTreasurer/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 Leigh’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.