BD
BD

Boris Dragan Desancic

29 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
3,783 clients
Average Client Portfolio
$390K average
Assets Under Management
$1.5B

Fee Structure

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Location

9361 Bayshore Drive Nw, Silverdale, WA, 98383

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History

Regulatory History (1)
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Regulatory
September 2019
Final
Other Business ActivitiesSells Insurance

Boris is the chairman of the board for the non-profit Redeeming Soles, dedicating a few hours per week. He also works as a consultant for Boris Desancic Consulting, coaching and mentoring financial advisors, which takes about a third of his time. Finally, Boris is an insurance agent selling life and disability insurance through WestPac Wealth Partners/Guardian Life Insurance Company and advises The Grape Basket for minimal time.

Employment History
Current Registrations
Clear Creek Financial Management, LLC
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
Waddell & Reed
February 2001 - April 2019 · 18 yrs 2 mos
Waddell & ReedBroker
January 2001 - April 2019 · 18 yrs 3 mos
The Leaders Group, INC.Broker
September 2000 - January 2001 · 4 mos
Ascend Financial Services, INC.Broker
July 1997 - August 2000 · 3 yrs 1 mo
Bma Financial Services, INC.Broker
August 1995 - June 1997 · 1 yr 10 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.