Matthew NeffCRD Number: 4550161
Current Firm: Petersen Hastings Investment Management Inc.
Matthew Neff (CRD# 4550161) is an Investment Advisor Representative working at Petersen Hastings Investment Management Inc. in Kennewick, WA and has over 16 years of experience in the finance industry.
D.a. Davidson & Company
Valic Financial Advisors, Inc.
|Carlisle Social Investments, LLC||Kennewick, WA||Oct 2002 - Current||14|
|Petersen Hasting Investment Management, Inc.||Kennewick, WA||Sep 1999 - Current||17|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2000|
Total Assets Under Management546MILLIONS
Total Number of Accounts551ACCOUNTS
Average Account Value$990,987
- 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, NH, OR, TX, WA