Phillip E Harris
Investment adviser representative at Clear Creek Financial Management, LLC
17 yearsExperience
1 stateRegistered in
$1.9BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Clear Creek Financial Management, LLCOct 2021 to now
- Arbor Point AdvisorsNov 2020 to Oct 2021
- Securities America Advisors, Inc.Nov 2020 to Oct 2021
- Securities America, Inc.Nov 2020 to Oct 2021
- Kms Financial Services, IncJun 2009 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (ID).
Clear Creek Financial Management, LLC
$1.9BAssets managed
4,003Clients
43Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4264832
- Firm CRD
- 170602