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Leigh Bennett Harns

Investment adviser representative at Invicta Financial Group
13 yearsExperience
2 statesRegistered in
$371.1MFirm assets
6 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 assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning

Experience

13 years in the industry.

  1. Invicta Financial GroupMar 2018 to now
  2. Bdt & Associates, Inc.Oct 2013 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Invicta Financial Group

Legal name: Bdt & Associates, Inc.

$371.1MAssets managed
477Clients
13Advisers
6 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
6268718
Firm CRD
288008
Advisor's SEC record (opens in a new tab)
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