Description of unique location:
2615 East 24th Street Suite 2
Yuma, AZ 85365
Mon-Thu: 8:00 AM - 5:00 PM
Fri: 8:00 AM - 3:30 PM
Client Services Representative
CEO, Financial Adviser
Barry D. Todd is Chairman and CEO of Invicta Financial Group. an independent, fee-for-service financial services firm. Barry's passion is to build a community of Trusted Advisers and Ideal Clients that synergize the effectiveness and...
Chip Stratmann is a Financial Advisor with BDT & Associates, Inc., an independent financial advisory firm offering fee-based services. Chip's purpose is to maintain a community of Ideal Clients that benefit from the enduring...
Compliance Internal Auditor
Vice President of Adviser Acquisitions, Financial Adviser
Doyel Price, Jr. is the President of BDT & Associates, Inc., an independent financial services firm with advisors offering fee-based services. Doyel's passion is to build a community of Ideal Clients that synergize the effectiveness...
Lead Processing Specialist
President, Chief Compliance Officer, CFO
Leigh’s passion is providing the highest standard of fiduciary and elite service to her Ideal Client Family and guiding them through their tailored and personalized financial plan; giving her clients back the time in their lives...
Scott L. Hull is a Financial Adviser with BDT & Associates, Inc., an independent financial services firm with advisers offering fee-based services. Scott's passion is to serve his community of Ideal Clients that synergize the...
Director of Operations