Phillip Harris (CRD# 4264832) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Meridian, ID and has over 23 years of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clear Creek Financial Management, LLC | Silverdale, WA | Oct 2021 - Current | 2 |
| Securities America, Inc. | Meridian, ID | Nov 2020 - Oct 2021 | < 1 |
| Securities America Advisors, Inc. | Meridian, ID | Nov 2020 - Oct 2021 | < 1 |
| Arbor Point Advisors | Meridian, ID | Nov 2020 - Oct 2021 | < 1 |
| Kms Financial Services, Inc. | Seattle, WA | Jun 2009 - Oct 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2001 |
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Total Assets Under Management1,183MILLIONS
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Total Number of Accounts7,901ACCOUNTS
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Average Account Value$149,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AR, AZ, CA, CO, FL, IA, ID, IL, KS, LA, MI, MN, MS, MT, NC, NE, NH, NM, NV, NY, OH, OR, TN, TX, UT, VA, WA, WI, WY
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