Tavin
Blair
Petersen Hastings Investment Management Inc
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About this Advisor
Tavin Blair is a financial advisor working out of Kennewick, Washington. Blair works at Petersen Hastings Investment Management Inc. Their career trajectory has included roles at Blair Trucking, LLC, Gregory Funding, Northwest Financial Group, LLC and Petersen Hastings Investment Management, Inc. Blair holds a Series 65 license, certifying them as an investment advisor representative, and can operate in Washington. Petersen Hastings Investment Management Inc is a business headquartered in Kennewick, WA. The investment advisory business has a total of 17 employees. It oversees $927 million in assets among its 2,386 customer accounts, making it one of the bigger firms in the country by assets under management. The firm provides services to five charities and foundations. Of its 2,386 customer accounts, 20% are held by high-net-worth individuals who have more than $1 million in investable assets. Petersen Hastings Investment Management Inc performs a diverse array of services, such as 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 fees vary depending on the services. However, fee types charged by Petersen Hastings Investment Management Inc most likely include 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
Tavin Blair Work History
Tavin has been registered as a financial advisor for 0 years.*
Petersen Hastings Investment Management, Inc
Gregory Funding
Northwest Financial Group, LLC
Blair Trucking, LLC
*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 Tavin Blair 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
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