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Current Employers
Invicta Financial Group

2615 East 24Th Street Suite 2, Yuma, AZ 85365 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-11
LA RA APPROVED 2019-05-13
CA RA APPROVED 2018-03-18
  • TX RA
    APPROVED_RES
    Since 2022-01-11
  • LA RA
    APPROVED
    Since 2019-05-13
  • CA RA
    APPROVED
    Since 2018-03-18

Branch Locations

2615 East 24Th Street Suite 2, Yuma, AZ 85365 • United States

11440 West Bernardo Court, Ste. 102, San Diego, CA 92127 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research Advisors, Inc Fairfield IA 05/2011 08/2018
Bdt And Associates Yuma AZ 02/2010 03/2018
Bdt & Associates, Inc. Yuma AZ 08/2018 Present
Previous Registrations
  • 2011-05-11 → 2018-09-10
    San Diego, CA
  • 2009-02-05 → 2011-05-13
    Onyx Wealth Advisors, Inc.
    Dallas, TX
    San Diego, CA
  • 2003-10-09 → 2009-02-06
    First Command Brokerage Services, Inc.
    Oceanside, CA
    Oceanside, CA
  • 2004-04-12 → 2005-09-02
    First Command Bank
    Fort Worth, TX
Other Businesses

1) Doyel Price, Jr. is a licensed insurance agent of Doyel Price, Jr., Sole Proprietor since February 1996. He is an independent insurance agent that sells and services for P&C, health, and life insurance. He always acts in the best interest of the client. Clients are not required to implement the plan in his capacity as a licensed insurance agent. He receives approximately $3,000 compensation annually for this activity and spends 3-5 hours per month on this activity. 2) Doyel Price, Jr. is a consultant and owner of Trusted Advising, Inc. since December 2016. This is a single owner corporation established to pay all appropriate payroll taxes, federal and state income taxes for advisory business. He receives no commission for this activity and spends 1-2 hours per month on this activity. 3) Doyel Price, Jr. is the trustee of a trust since March 2008. He receives no compensation for this activity and spends 1 hour per month on this activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-09-20
S63 Uniform Securities Agent State Law Examination 1996-01-02
  • S65 Uniform Investment Adviser Law Examination
    2003-09-20
  • S63 Uniform Securities Agent State Law Examination
    1996-01-02
Other Names
  • Doyel Nmn Price
  • Doyel Price

View on SEC IAPD

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