Peter Henry (CRD# 4845126) is an Investment Advisor Representative working at Evolve Wealth Advisors LP in Scottsdale, AZ and has over 19 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Raintree Capital Partners LLC | Scottsdale, AZ | Jun 2023 - Current | < 1 |
Evolve Wealth Advisors, LP | Scottsdale, AZ | Jul 2021 - Current | 2 |
Evolve Cross Border Investments, LLC | Scottsdale, AZ | Jul 2020 - Current | 3 |
Evolve Cross Border Partners, LLC | Scottsdale, AZ | Jan 2020 - Current | 4 |
Pacific Energy Holdings | Scottsdale, AZ | Dec 2019 - Current | 4 |
Versant Capital Management, Inc. | Phoenix, AZ | Aug 2020 - Oct 2021 | 1 |
Cardinal Point Wealth Management, LLC | Phoenix, AZ | Aug 2020 - Sep 2021 | 1 |
Pacific Energy Consultants | Scottsdale, AZ | Nov 2011 - Dec 2020 | 9 |
Keatsconnelly LLC | Phoenix, AZ | Aug 2017 - Jan 2020 | 2 |
Churchill Management Group | Los Angeles, CA | Mar 2016 - Oct 2016 | < 1 |
Holly Street Wealth Advisors | Pasadena, CA | Sep 2015 - Mar 2016 | < 1 |
Holly Street Wealth | Pasadena, CA | Jul 2015 - Mar 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2004 |
S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
- AZ
- CA
- TX
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts107ACCOUNTS
-
Average Account Value$431,221
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, IL, OR, TX
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