Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Harris is a registered investment advisor representative with Clear Creek Financial Management, LLC. Phillip has been in the industry since 2000 and holds the Series 66, Series 7 and SIE licenses. Phillip has worked at several firms including Securities America, Inc., KMS Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Phillip's firm, Clear Creek Financial Management, LLC provides financial planning, portfolio management for individuals, pension consulting, educational seminars, and the publication of periodicals. The firm's services are provided through fixed fees, hourly charges, and a percentage of assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
ID
10/22/2021 - Present
Clear Creek Financial Management, LLC (Meridian ID)
ID
11/06/2020 - 10/28/2021
SECURITIES AMERICA, INC. (MERIDIAN ID)
ID
06/29/2009 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (MERIDIAN ID)
ID
03/08/2002 - 07/02/2009
SAWTOOTH SECURITIES, LLC (MERIDIAN ID)
NY
12/01/2000 - 03/12/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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