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Barry Douglas Todd

BDT & ASSOCIATES, INC.·YUMA, Arizona
Series 6, Series 26, Series 63, Series 65ChFC21 years registeredBDT & ASSOCIATES, INC.
2615 EAST 24TH STREET, YUMA, AZ 85365CRD# 4506777Firm CRD# 288008

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Barry Douglas Todd · YUMA, AZ
Registration
CRD #4506777 · BDT & ASSOCIATES, INC. · 21 years registered
Brand Profile
Not yet started
01

Career History

INVICTA FINANCIAL GROUP
May 2018 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Jul 2016 – Sep 2018
Yuma, AZ
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
May 2011 – Apr 2014
YUMA, AZ
CAMBRIDGE LEGACY ADVISORS, INC.
Mar 2008 – May 2011
YUMA, AZ
FIRST COMMAND FINANCIAL PLANNING, INC.
Sep 2005 – Mar 2008
YUMA, AZ
FIRST COMMAND BANK
Jan 2005 – Sep 2005
FORT WORTH, TX
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 26
Series 63
Series 65
Registration record
First registered · January 12, 2005
Years registered · 21
Professional designation · ChFC
03

Disclosure History

2021Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
BDT & ASSOCIATES, INC.
CRD 288008 · SEC 801-118542
AUM
$251M
Regulatory assets under management
Employees
10
1,608 client accounts
Services offered by BDT & ASSOCIATES, INC.
Per Form ADV
Financial planning
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
High Net Worth Individuals
View all advisors at BDT & ASSOCIATES, INC. →
Introduction

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05

Frequently Asked Questions

What services does Barry Douglas Todd offer?
Barry Douglas Todd specializes in Financial Planning. Contact their office in YUMA, Arizona for a consultation.
What are Barry Douglas Todd's credentials?
Barry Douglas Todd holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Barry Douglas Todd located?
Barry Douglas Todd is based in YUMA, Arizona, working with BDT & ASSOCIATES, INC.. Their office serves clients in the YUMA metropolitan area and surrounding communities.
How does Barry Douglas Todd charge for services?
Barry Douglas Todd's firm is compensated through percentage of aum, subscription fees, other: percentage of client's gross annual income. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BDT & ASSOCIATES, INC.?
BDT & ASSOCIATES, INC. has approximately 10 employees and manages $251M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BDT & ASSOCIATES, INC.

Leigh Bennett Harns
YUMA, AZ
Scott L Hull
YUMA, AZ
Benjamin Alexander Williams
YUMA, AZ
Blake Alexander Morlet
YUMA, AZ
Doyel Nmn Price
YUMA, AZ
Reid Jordan Stogner
YUMA, AZ

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