Unclaimed Profile

Rex Linkenbach

INVICTA ADVISORS LLC·MONROEVILLE, Pennsylvania

SIE, Series 6, Series 63CFPClean record18 years registeredINVICTA ADVISORS LLC

2790 MOSSIDE BOULEVARD, MONROEVILLE, PA 15146CRD# 2521282Firm CRD# 298868

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rex Linkenbach · MONROEVILLE, PA

Registration

CRD #2521282 · INVICTA ADVISORS LLC · 18 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Aug 2024 – present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Aug 2024 – present

INVICTA ADVISORS LLC

Nov 2018 – Aug 2024

Mansfield, OH

TRUSTMONT ADVISORY GROUP, INC.

Jul 2017 – Nov 2018

Mansfield, OH

PRINCIPAL SECURITIES, INC.

Dec 2007 – Aug 2017

Mansfield, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Registration record

First registered · December 18, 2007

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVICTA ADVISORS LLC

CRD 298868 · SEC 801-114114

AUM

$192M

Regulatory assets under management

Employees

1,192 client accounts

Services offered by INVICTA ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INVICTA ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Rex Linkenbach offer?

Rex Linkenbach specializes in Financial Planning, Investment Management. Contact their office in MONROEVILLE, Pennsylvania for a consultation.

What are Rex Linkenbach's credentials?

Rex Linkenbach holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Rex Linkenbach located?

Rex Linkenbach is based in MONROEVILLE, Pennsylvania, working with INVICTA ADVISORS LLC. Their office serves clients in the MONROEVILLE metropolitan area and surrounding communities.

How does Rex Linkenbach charge for services?

Rex Linkenbach's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVICTA ADVISORS LLC?

INVICTA ADVISORS LLC has approximately 43 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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