Barry Todd is a ChFC-designated registered investment advisor at Invicta Financial Group, based in Yuma, AZ, with 21 years of industry experience. Barry 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 512 clients with $320M 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
2615 East 24th Street, Suite 2, Yuma, AZ, 85365
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Regulatory History (1)
Regulatory
March 2021Other Business ActivitiesSells Insurance
Barry is a licensed insurance agent selling P&C, health, and life insurance, dedicating a few hours per week to this activity. He also holds various positions in several companies and organizations, including BDT & Associates, Invicta Financial Group, and Defense Resources Foundation, but spends minimal time on each of these roles.
Employment History
Current Registrations
Invicta Financial Group
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Legacy Advisors, INC.
Cambridge Legacy Securities L.L.C.Broker
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.Broker
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.