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Cory Tim Briggs

Petersen Hastings Wealth Advisors, Inc.

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About Cory Tim Briggs

Cory Briggs is a financial advisor at Petersen Hastings Wealth Advisors, Inc. located in Kennewick, Washington. Cory has been working in the financial services industry since 2013. Cory is licensed to provide investment advice in Washington and has passed the Series 7, Series 63, Series 65, and SIE exams. Cory specializes in providing financial planning, portfolio management, and selection of other advisors. Cory Briggs has experience working with individuals, high net worth individuals, corporations or businesses, charitable organizations, insurance companies, pension plans, and other investment advisers.

Firm Information

Cory Briggs is currently registered with Petersen Hastings Wealth Advisors, Inc.. Petersen Hastings Wealth Advisors, Inc. is a wealth management firm based in Kennewick, WA. They offer a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Their client base includes high-net-worth individuals, corporations, pension plans, charitable organizations, and insurance companies. They currently manage over $1 billion in assets for their clients.
Petersen Hastings Wealth Advisors, Inc.

8203 W QUINAULT

KENNEWICK, WA 99336

$1.12B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cory Briggs’s Registration & Firm History

WA

01/27/2017 - Present

Petersen Hastings Wealth Advisors, Inc. (KENNEWICK WA)

AZ

12/05/2013 - 01/11/2016

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 01/27/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cory Tim Briggs.
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