William Boomer (CRD# 7372744) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Silverdale, WA and has 1 year 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 | Jul 2022 - Current | 1 |
Northwestern Mutual | Spokane Valley, WA | Jun 2021 - May 2022 | < 1 |
Cintennial Media | Coeur D'alene, ID | Mar 2020 - Jun 2021 | 1 |
Regal | Coeur D'alene, ID | Jun 2019 - Mar 2020 | < 1 |
The Coeur D'alene Resort | Coeur D'alene, ID | Aug 2018 - May 2019 | < 1 |
Thrifty Scotsman | Spokane Valley, WA | Nov 2016 - Jul 2018 | 1 |
Student | Spokane Valley, WA | Jan 2012 - Nov 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- 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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