John
Keyes
Petersen Hastings Investment Management Inc
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About this Advisor
John Keyes is a financial advisor who works in Kennewick, Washington, with a total of 3 years of relevant experience. Keyes is an employee of Petersen Hastings Investment Management Inc. Throughout their career, they have worked at Fidelity Investments, Baker Boyer Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC and Petersen Hastings Investment Management Inc. Keyes maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to serve investors in Washington. Petersen Hastings Investment Management Inc is a business that has its headquarters in Kennewick, WA. The company has a total of 17 financial advisors. It controls $927 million in assets under management between its 2,386 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm provides services to five charities and foundations. Of its 2,386 customer accounts, 20% are associated with high-net-worth individuals who have more than $1 million in assets. Petersen Hastings Investment Management Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules largely depend on which services are provided. However, fees charged by Petersen Hastings Investment Management Inc can be comprised of some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Petersen Hastings Investment Management Inc Brokerage Details
$927,086,401
17
2,386
$388,553
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
John Keyes Work History
John has been registered as a financial advisor for 3 years.*
Petersen Hastings Investment Management Inc
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Baker Boyer Bank
Fidelity Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Keyes 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 Investment Management Inc
Kennewick, WA
Kennewick, WA
Kennewick, WA
Kennewick, WA
Kennewick, WA
Kennewick, WA
Kennewick, WA
Kennewick, WA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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