Alexander Joseph Chavez
Investment adviser representative at Invicta Financial Group
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Invicta Financial GroupJan 2026 to now
- Educational Services Inc.Jul 2024 to now
- UnemployedJul 2024 to Dec 2024
- United States Federal CourtsJun 2016 to Jul 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 8212639
- Firm CRD
- 288008