Wells Fargo Advisors
41yrs
Top advisor by experience in Yuma
1yr
Ryan Daniels is a fiduciary financial advisor in Yuma, Arizona, with 1 year in the industry. Ryan joined Invicta Financial Group in 2025, a firm offering financial planning and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 42 advisors with offices in Yuma, and one of 41 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office2615 East 24th Street Suite 2, Yuma, AZ 85365
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$778,078
Advisors at the firm13
States licensed ?1 state
Services through Invicta Financial Group
Financial planningChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Aug 2025 – nowInvicta Financial GroupCurrent firm
Contact Ryan
(928) 344-8000Invicta Financial Group main office 2615 East 24th Street Suite 2Yuma, AZ 85365Office · Get directions Firm websitewww.invictafg.com
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ryan
How do I contact Ryan?
Call Invicta Financial Group at (928) 344-8000 and ask for Ryan Daniels. Ryan works from the Yuma, AZ office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Ryan hold?
Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Invicta Financial Group reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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