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Evolve Wealth Advisors Lp
SEC-regulated
Registered investment advisor
Peter John Henry is an Investment Adviser Representative at Evolve Wealth Advisors, LP, with a Bachelor of Arts in History and Political Science from the University of New Mexico. He serves as the Co-Compliance Officer at Evolve Wealth Advisors LP and is a Member of Raintree Capital Partners LLC. As the CEO and Co-Head of Evolve Wealth Advisors, LP, he also holds positions in various other entities related to finance and investments.
There are no disciplinary events on record that are material to clients' evaluation of Peter John Henry's advisory business. He is a partner at Raintree Capital Partners LLC, a real estate investment company, but does not offer their products or services to clients of Evolve Wealth Advisors LP. Clients have the right to decide on investments without pressure.
Peter John Henry does not receive compensation from any entity other than Evolve Wealth Advisors, LP for providing advisory services. He is supervised by Patrick L Kinney, the firm's Co-Head and Co-Compliance Officer, ensuring compliance with regulations and ethical standards. Peter John Henry has a clean record with no involvement in arbitration claims or bankruptcy petitions.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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