Unclaimed Profile

Charles Bennie Booth

CLARITY WEALTH MANAGEMENT, L.L.C.·MESA, Arizona

SIE, Series 7, Series 24, Series 65, Series 66Clean record20 years registeredCLARITY WEALTH MANAGEMENT, L.L.C.

1234 S. POWER RD., MESA, AZ 85206CRD# 3261548Firm CRD# 284874

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Bennie Booth · MESA, AZ

Registration

CRD #3261548 · CLARITY WEALTH MANAGEMENT, L.L.C. · 20 years registered

Brand Profile

Not yet started

Career History

CLARITY WEALTH MANAGEMENT, L.L.C.

Nov 2016 – present

LPL FINANCIAL LLC

Mar 2021 – Aug 2021

MESA, AZ

LPL FINANCIAL LLC

Jul 2020 – Oct 2020

MESA, AZ

LPL FINANCIAL LLC

Dec 2017 – Jun 2018

MESA, AZ

LPL FINANCIAL LLC

Aug 2013 – Dec 2013

MESA, AZ

LPL FINANCIAL LLC

Jan 2010 – Dec 2012

MESA, AZ

LPL FINANCIAL CORPORATION

Jul 2008 – Dec 2008

MESA, AZ

CLARITY FINANCIAL PLANNING, P.C.

Apr 2007 – Dec 2008

MESA, AZ

GENWORTH FINANCIAL ADVISERS CORPORATION

Jun 2006 – Jul 2008

MESA, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 65

Series 66

Registration record

First registered · June 27, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLARITY WEALTH MANAGEMENT, L.L.C.

CRD 284874 · SEC 801-123481

AUM

$146M

Regulatory assets under management

Employees

560 client accounts

Services offered by CLARITY WEALTH MANAGEMENT, L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLARITY WEALTH MANAGEMENT, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Charles Bennie Booth offer?

Charles Bennie Booth specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MESA, Arizona for a consultation.

What are Charles Bennie Booth's credentials?

Charles Bennie Booth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Bennie Booth located?

Charles Bennie Booth is based in MESA, Arizona, working with CLARITY WEALTH MANAGEMENT, L.L.C.. Their office serves clients in the MESA metropolitan area and surrounding communities.

How does Charles Bennie Booth charge for services?

Charles Bennie Booth's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLARITY WEALTH MANAGEMENT, L.L.C.?

CLARITY WEALTH MANAGEMENT, L.L.C. has approximately 4 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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