Cory Briggs (CRD# 6264003) is an Investment Advisor Representative working at Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA and has over 10 years of experience in the finance industry.
CRD# 6113667
Lpl Financial LLC
CRD# 4524182
Cwm, LLC
CRD# 2908774
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Petersen Hastings Investment Management | Kennewick, WA | Dec 2016 - Current | 7 |
| Powell Christensen, Inc. | Grandview, WA | Feb 2016 - Nov 2016 | < 1 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Oct 2013 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
- WA
-
Total Assets Under Management1,124MILLIONS
-
Total Number of Accounts2,691ACCOUNTS
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Average Account Value$417,518
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, ID, OR, TX, WA
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