Peter T Henson
Investment adviser representative at Wescott Financial Advisory Group LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm assets
Are you Peter T Henson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wescott Financial Advisory Group LLCSep 2024 to now
- Wells Fargo AdvisorsAug 2022 to Sep 2024
- Wells Fargo Clearing Services, LLCAug 2022 to Sep 2024
- Door DashDec 2020 to May 2021
- Raymond James & Associates, Inc.Jan 2020 to Aug 2022
- Lincoln Financial GroupDec 2017 to Jan 2020
- DiscoverorgOct 2017 to Dec 2017
- JdogMay 2017 to Sep 2017
- Bloomberg LPSep 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Wescott Financial Advisory Group LLC
$4.2BAssets managed
787Clients
23Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6350580
- Firm CRD
- 105989