Boris Desancic (CRD# 2642815) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Silverdale, WA and has over 28 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clear Creek Financial Management, LLC | Silverdale, WA | Sep 2019 - Current | 4 |
| Redeeming Soles | Seattle, WA | May 2016 - Current | 7 |
| Pcg Wealth Advisors, LLC | Overland Park, KS | May 2019 - Aug 2019 | < 1 |
| Rental Property | Seattle, WA | Sep 2010 - May 2019 | 8 |
| Various Insurance Carriers For W & R Insurance Agencies | Seattle, WA | Feb 2001 - Apr 2019 | 18 |
| Waddell & Reed, Inc. | Seattle, WA | Jan 2001 - Apr 2019 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WA
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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
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