Ivan
Henriquez
Forthright Capital Advisory
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About this Advisor
Ivan Henriquez is a financial advisor based in Las Vegas, Nevada, working with Forthright Capital Advisory. Ivan has previously held positions at Synergized Property Acquisitions, LLC, Ivkah Investments, LLC, Munchies Vending, LLC, Axa Advisors, LLC, Equitable Advisors, LLC, Park Avenue Securities, Guardian Life Insurance Company, Forthright Capital Advisory, and Forthright Capital Partners. Ivan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York, North Carolina, and South Carolina. Currently, Ivan is part of Forthright Capital Advisory, which operates out of Las Vegas, Nevada. The firm has 16 offices and 32 employees. The firm manages assets totaling $26.5 million and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Forthright Capital Advisory includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Forthright Capital Advisory Brokerage Details
$26,466,902
32
264
$100,253
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Ivan Henriquez Work History
Forthright Capital Advisory
Forthright Capital Partners
Park Avenue Securities
Guardian Life Insurance Company
Guardian Life Insurance Company
Park Avenue Securities
Munchies Vending, LLC
Axa Advisors, LLC
Equitable Advisors, LLC
Synergized Property Acquisitions, LLC
Ivkah Investments, LLC
Disclosures
Please visit the SEC profile of Ivan Henriquez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Forthright Capital Advisory
Las Vegas, NV
Conroe, TX
Spokane Valley, WA
Las Vegas, NV
Las Vegas, NV
Indian Head Park, IL
Las Vegas, NV
Las Vegas, NV
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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