Barry D. Todd is CEO of Invicta Financial Group. an independent, fee-for-service financial services firm.
Invicta Financial Group, d/b/a of BDT & Associates, Inc., was founded in 2008 and continues to successfully assist their clients in learning and maintaining balance in their financial lives, maintaining discipline, and fostering trust between themselves and their clients.
Barry's passion is to build a community of Trusted Advisers and Ideal Clients that synergize the effectiveness and efficiency of their team to provide the highest fiduciary standards of quality service to each Ideal Client Family.
He earned a Bachelor of Science in Human Resource Management from Troy State University, graduating Magna Cum Laude. He earned a Master of Science in Business Administration from William Carey University.
Barry is a retired officer from the United States Army Ranger community with 21 years of honorable service. In 2001 Barry started his career in the financial services industry serving as a Financial Advisor and District Advisor with First Command Financial Planning, Inc. In 2007, Barry founded Invicta Financial Group.
Professional Designations:
- Chartered Financial Consultant (ChFC)
- Chartered Federal Employee Benefits Consultant (ChFEBC)
- Series 65 - Uniform Investment Adviser Law
- Life and Health Insurance Licenses
- Property and Casualty Insurance Licenses
Hobbies:
- Scuba Diving
- Traveling
- Golfing
- Running