Cory
Briggs
Petersen Hastings Wealth Advisors, Inc
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About this Advisor
Cory Briggs is a financial advisor based in Kennewick, Washington, working with Petersen Hastings Wealth Advisors, Inc. Cory has previously held positions at The Vanguard Group, Inc, Powell Christensen, Inc, and Petersen Hastings Investment Management. Cory has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Cory is part of Petersen Hastings Wealth Advisors, Inc, which operates out of Kennewick, Washington. The firm has 1 office and 19 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Petersen Hastings Wealth Advisors, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Petersen Hastings Wealth Advisors, Inc Brokerage Details
$1,123,539,746
19
2,691
$417,518
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Cory Briggs Work History
Petersen Hastings Investment Management
Powell Christensen, Inc
The Vanguard Group, Inc
Disclosures
Please visit the SEC profile of Cory Briggs 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 Petersen Hastings Wealth Advisors, Inc
Kennewick, WA
Kennewick, WA
Kennewick, WA
Kennewick, WA
Kennewick, WA
Kennewick, WA
Kennewick, WA
Kennewick, WA
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