Barry Douglas Todd

ChFC

21 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement PlanningEducation PlanningTax PlanningHigh Net WorthBusiness Owners

Invicta Financial Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

512 clients

Average Client Portfolio

$634K average

Assets Under Management

$324.6M

Fee Structure

Minimum Investment:$2.5K

Location

2615 East 24th Street, Suite 2, Yuma, AZ, 85365

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

March 2021

Final

View Full SEC Report How to Read Disclosures

Other 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

May 2018 - Present · 7 yrs 9 mos

Previous Registrations

Cambridge Investment Research Advisors, INC.

July 2016 - September 2018 · 2 yrs 2 mos

Cambridge Investment Research Advisors, INC.

May 2011 - April 2014 · 2 yrs 11 mos

Cambridge Legacy Advisors, INC.

March 2008 - May 2011 · 3 yrs 2 mos

Cambridge Legacy Securities L.L.C.Broker

February 2008 - October 2008 · 8 mos

First Command Financial Planning, INC.

September 2005 - March 2008 · 2 yrs 6 mos

First Command Bank

January 2005 - September 2005 · 8 mos

First Command Financial Planning, INC.Broker

March 2002 - March 2008 · 6 yrs

State Registrations3 states

AZCATX

Advisor

Exams

No exam information available for this advisor.