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Financial ADVSR advisor directory · SEC adviser records

Invicta Financial Group financial advisors in Yuma, AZ

Every SEC-registered investment adviser representative at a Invicta Financial Group office in Yuma, A to Z.

The short answer

6 registered advisors work at Invicta Financial Group in Yuma, out of 12 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Invicta Financial Group advisors in Yuma, A to Z

Every Invicta Financial Group advisor →

Invicta Financial Group advisors in every city and state →Invicta Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

Invicta Financial Group advisors in other cities

San Diego, CA 4Boerne, TX 1La Mesa, CA 1

Other firms in Yuma

All Yuma advisors →

Cwm, LLC 7Edward Jones 7

Questions

How many financial advisors does Invicta Financial Group have in Yuma?

6 investment adviser representatives are registered at Invicta Financial Group offices in Yuma, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Invicta Financial Group one of the largest advisor employers in Yuma?

Invicta Financial Group ranks number 3 in Yuma by registered advisors; Cwm, LLC has the most, with 7.

How do I check a Invicta Financial Group advisor in Yuma?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Invicta Financial Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.