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Financial ADVSR advisor directory · SEC adviser records

Invicta Financial Group financial advisors in San Diego, CA

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

The short answer

4 registered advisors work at Invicta Financial Group in San Diego, out of 12 at the firm nationwide; it ranks number 102 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Invicta Financial Group advisors in San Diego, 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

Yuma, AZ 6Boerne, TX 1La Mesa, CA 1

Other firms in San Diego

All San Diego advisors →

LPL Financial LLC 743Wells Fargo Clearing Services, LLC 170Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 131UBS Financial Services Inc. 121Strategic Advisers LLC 112Cetera Investment Advisers LLC 107J.P. Morgan Securities LLC 105Park Avenue Securities LLC 71Independent Financial Group, LLC 68Commonwealth Financial Network 62Madison Avenue Securities, LLC 60

Questions

How many financial advisors does Invicta Financial Group have in San Diego?

4 investment adviser representatives are registered at Invicta Financial Group offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

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

Invicta Financial Group ranks number 102 in San Diego by registered advisors; LPL Financial LLC has the most, with 743.

How do I check a Invicta Financial Group advisor in San Diego?

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.