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Joshua Allen Beck

PETERSEN HASTINGS WEALTH ADVISORS, INC.·KENNEWICK, Washington
Unclaimed Profile
8203 W QUINAULT, KENNEWICK, WA 99336CRD# 7526128Firm CRD# 110952
01

About

Joshua Allen Beck is a registered financial advisor based in KENNEWICK, Washington, affiliated with PETERSEN HASTINGS WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PETERSEN HASTINGS WEALTH ADVISORS, INC.
PETERSEN HASTINGS WEALTH ADVISORS, INC.
AUM
$1.1B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at PETERSEN HASTINGS WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 7526128
Firm CRD# 110952
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joshua Allen Beck offer?
Joshua Allen Beck specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KENNEWICK, Washington for a consultation.
What are Joshua Allen Beck's credentials?
Joshua Allen Beck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Allen Beck located?
Joshua Allen Beck is based in KENNEWICK, Washington, working with PETERSEN HASTINGS WEALTH ADVISORS, INC.. Their office serves clients in the KENNEWICK metropolitan area and surrounding communities.
How does Joshua Allen Beck charge for services?
Joshua Allen Beck's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PETERSEN HASTINGS WEALTH ADVISORS, INC.?
PETERSEN HASTINGS WEALTH ADVISORS, INC. has approximately 19 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in KENNEWICK
Benjamin David Messinger — HABERLING FINANCIAL GROUP, INC.Timothy Michael Tallman — HABERLING FINANCIAL GROUP, INC.Robert M Lagonegro — HABERLING FINANCIAL GROUP, INC.William Ting Hsiang Wang — HFG ADVISORS, INC.Jon Tyler Haberling — HABERLING FINANCIAL GROUP, INC.
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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