Kristin Marie Pearson
Investment adviser representative at Invicta Advisors LLC
12 yearsExperience
1 stateRegistered in
$310.2MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Invicta Capital LLCSep 2024 to now
- Invicta Advisors LLCOct 2018 to now
- Invicta Capital LLCOct 2018 to Aug 2024
- Coury Firm Asset Management LLC, d/b/a the Coury FirmJun 2018 to Oct 2018
- The Coury Firm, LLC F/k/a the Coury Financial Group, LPNov 2014 to Oct 2018
- Coury Investment Advisors, Inc.Nov 2014 to Jun 2018
- Fsc Securities CorpNov 2014 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (PA).
Invicta Advisors LLC
$310.2MAssets managed
1,163Clients
11Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4522677
- Firm CRD
- 298868