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Kimberly Harris, financial advisor Silverdale WA

Kimberly Harris

CRD Number: 4212726
Current Firm: Clear Creek Financial Management, LLC

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.

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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
Disclosure Information

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.

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Contact Info for Kimberly D. Harris
By the Numbers
  • Total Assets Under Management
    1,183
    MILLIONS
  • Total Number of Accounts
    7,901
    ACCOUNTS
  • Average Account Value
    $149,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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