Lilymarie McKeirnan, financial advisor Kennewick WA

Lilymarie McKeirnan

CRD Number: 7648532
Current Firm: Petersen Hastings Wealth Advisors, Inc.

Lilymarie McKeirnan (CRD# 7648532) is an Investment Advisor Representative working at Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Petersen Hastings Investment Management, Inc. Kennewick, WA Jul 2022 - Current 1
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Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2022
Contact Info for Lilymarie X. McKeirnan
Phone Number: 509-735-0484
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,124
    MILLIONS
  • Total Number of Accounts
    2,691
    ACCOUNTS
  • Average Account Value
    $417,518
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, FL, ID, OR, TX, WA

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