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Ivan Henriquez

Forthright Capital Advisory

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About Ivan Henriquez

Ivan Henriquez is an investment advisor representative with Forthright Capital Advisory. Ivan is registered with the state of New York, North Carolina and South Carolina. Ivan has been in the financial industry for over 8 years. Ivan is a graduate of the University of Nevada, Las Vegas with a Bachelor's Degree in Business Administration. Ivan specializes in financial planning, pension consulting and portfolio management for individuals.

Firm Information

Ivan Henriquez is currently registered with Forthright Capital Advisory. Forthright Capital Advisory is an investment advisor based in Las Vegas, Nevada. The firm provides financial planning, pension consulting, and portfolio management for individuals and businesses. They advise a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. As of their latest regulatory filing, they manage over $64 million in assets.
Forthright Capital Advisory

7251 W LAKE MEAD BLVD, STE 300

LAS VEGAS, NV 89128

$64.99M

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ivan Henriquez’s Registration & Firm History

NV

10/16/2023 - Present

Forthright Capital Advisory (LAS VEGAS NV)

NC

02/23/2023 - 08/31/2023

PARK AVENUE SECURITIES LLC (CHARLOTTE NC)

NC

10/24/2018 - 02/17/2023

EQUITABLE ADVISORS, LLC (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 10/01/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/13/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/25/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ivan Henriquez.
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