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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Invicta Financial Group financial advisors in California

Every SEC-registered investment adviser representative at a Invicta Financial Group office in California, by city and A to Z.

The short answer

5 registered advisors work at Invicta Financial Group in California, out of 12 nationwide; it's the firm's number 2 state by advisors, and the most are in San Diego (4). 1 list the CFP designation and 0 are also registered broker representatives.

Invicta Financial Group advisors by city in California

Every firm in California →

San Diego 4La Mesa 1

Invicta Financial Group advisors in California, A to Z

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

Invicta Financial Group in other states

Arizona 6

Questions

How many Invicta Financial Group financial advisors are in California?

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

Where in California does Invicta Financial Group have the most advisors?

San Diego, with 4, then La Mesa (1). Invicta Financial Group has advisors in 2 cities in California.

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

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.