Unclaimed Profile

Cheri Ada Franklin

CLARITY CAPITAL ADVISORS, LLC·LAKEWOOD RANCH, Florida

Series 7, Series 24, Series 63, Series 65Clean record16 years registeredCLARITY CAPITAL ADVISORS, LLC

9040 TOWN CENTER PARKWAY, LAKEWOOD RANCH, FL 34202CRD# 2012690Firm CRD# 282405

Profile Verification

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

Identity

Cheri Ada Franklin · LAKEWOOD RANCH, FL

Registration

CRD #2012690 · CLARITY CAPITAL ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

CLARITY CAPITAL ADVISORS, LLC

Jan 2016 – present

DYNAMIC WEALTH ADVISORS

Apr 2015 – Feb 2016

IRVINE, CA

INDEX FUND ADVISORS, INC.

Dec 2009 – Apr 2015

LAGUNA HILLS, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 10, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLARITY CAPITAL ADVISORS, LLC

CRD 282405 · SEC 801-120316

AUM

$294M

Regulatory assets under management

Employees

266 client accounts

Services offered by CLARITY CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLARITY CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Cheri Ada Franklin offer?

Cheri Ada Franklin specializes in Financial Planning, Investment Management. Contact their office in LAKEWOOD RANCH, Florida for a consultation.

What are Cheri Ada Franklin's credentials?

Cheri Ada Franklin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cheri Ada Franklin located?

Cheri Ada Franklin is based in LAKEWOOD RANCH, Florida, working with CLARITY CAPITAL ADVISORS, LLC. Their office serves clients in the LAKEWOOD RANCH metropolitan area and surrounding communities.

How does Cheri Ada Franklin charge for services?

Cheri Ada Franklin's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLARITY CAPITAL ADVISORS, LLC?

CLARITY CAPITAL ADVISORS, LLC has approximately 2 employees and manages $294M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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