Kimberly Harris (CRD# 4212726) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Silverdale, WA and has over 23 years of experience in the finance industry.
CRD# 4565639
Sonata Capital Group Inc.
CRD# 5432113
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5544516
Berntson Porter Wealth Management, 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 - Nov 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2000 |
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-
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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