Cory T. Briggs
Professional summary
Cory Tim Briggs, AIF®, CFP®, who also goes by Cory T Briggs, is a registered financial advisor currently at PETERSEN HASTINGS WEALTH ADVISORS, INC. located in Kennewick, Washington.
Cory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Cory has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cory Tim Briggs's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
January 27, 2017 - Present
PETERSEN HASTINGS WEALTH ADVISORS, INC.
Office #1: 8203 W Quinault Suite 101, Kennewick, WA 99336December 5, 2013 - January 11, 2016
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
PETERSEN HASTINGS WEALTH ADVISORS, INC.
CRD#: 110952 / SEC#: 801-19727
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/27/2017)
Exams
Current Firm
PETERSEN HASTINGS WEALTH ADVISORS, INC.
CRD#: 110952 / SEC#: 801-19727
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,034 |
| AUM (Assets Under Management) | $ 1,278,121,352 |
Red Flags
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Company Information
PETERSEN HASTINGS WEALTH ADVISORS, INC.
CRD#: 110952Kennewick, WA 99336TRUST BUT VERIFY
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