Doyel Price
Doyel Price is a registered investment advisor at Invicta Financial Group, based in San Diego, CA, with 22 years of industry experience. Doyel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 477 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Invicta Financial Group does not directly manage investment portfolios. Instead, they recommend third-party investment advisors to clients, such as Howard Capital Management, American Trust, 401GO, and Sonnet, LLC. These advisors charge up to 2.20% or 1.90% annually, depending on the advisor. Invicta Financial Group typically shares these fees with the third-party advisors. The specific fee and termination policies depend on the third-party advisor selected.
Location
11440 West Bernardo Court, Ste. 102, San Diego, CA, 92127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Doyel is a licensed insurance agent since 1996, selling P&C, health, and life insurance, dedicating minimal time to this. He also owns Trusted Advising, Inc. and is a trustee and board member for other entities, spending minimal time on each.
Employment History
Current Registrations
Invicta Financial Group
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Legacy Advisors, INC.
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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