Cory
Briggs

Petersen Hastings Wealth Advisors, Inc

CRD#6264003
Investment Advisor
in Kennewick, WA

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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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

8203 W Quinault Suite 101
Kennewick, WA 99336

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Petersen Hastings Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$1,123,539,746

WA Average: $3,566,627,242
Total Number of Employees

19

WA Average: 46
Total Number of Accounts

2,691

WA Average: 1,499
Average Account Size

$417,518

WA Average: $2,379,338

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

2016 - Present (8 years)

Petersen Hastings Investment Management

2016 - 2016 (< 1 year)

Powell Christensen, Inc

2013 - 2016 (3 years)

The Vanguard Group, Inc

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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

Kevin Mcvicker
Kennewick, WA
Cameron Ridgeway
Kennewick, WA
Matthew Petersen
Kennewick, WA
Haley Johnson
Kennewick, WA
Tavin Blair
Kennewick, WA
Cory Briggs
Kennewick, WA
Donna Yakawich
Kennewick, WA
James Lieuallen
Kennewick, WA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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