Sean West (CRD# 5400222) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Meridian, ID and has over 16 years of experience in the finance industry. Sean West has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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 | Apr 2019 - Current | 5 |
| Lpl Financial LLC | Meridian, ID | Apr 2011 - Apr 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
- ID
- WA
-
Total Assets Under Management1,183MILLIONS
-
Total Number of Accounts7,901ACCOUNTS
-
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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