CoverProfile

Ben Williams

Financial Adviser

Invicta Financial Group

United States, California, Imperial Valley

About Me

Ben Williams got his start as a financial adviser in 2014 with BDT & Associates, Inc. upon attaining his Bachelor of Science in Personal Finance from Winthrop University in South Carolina. He realized the importance of building and growing his business as a fee-for-service adviser, so the partnership with BDT & Associates is a natural fit. He is passionate about developing and implementing financial strategies so that his clients can achieve their goals. Prior to joining the finance industry, Ben completed five years of honorable service in the United States Marine Corps as an Aviation Electronics Technician from 2002-2007. He then worked as an Electronics Technician for Westingho

View more

Profile Information

Financial Adviser

Invicta Financial Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Imperial Valley

California

United States

Oct 10, 2025

Work Experience

Invicta Financial Group

Financial Adviser Present
Email: ben@invictafg.com

More profiles to browse

KD
Kym Davis
President, Chief Compliance Officer, CFO
HB
Howard Barker
Financial Adviser
LH
Leigh Harns
Financial Advisor
SG
Sandi Goldhamer
Financial Adviser

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services