CLARITY FINANCIAL, LLC

RIA ADVISORS
HOUSTON, Texas·4 registered advisors·CRD# 150661
SEC# 801-778321281-501-1791
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Fixed fees
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CLARITY FINANCIAL, LLC

4 registered advisors
Connie Mack
HOUSTON, Texas
James Daniel Ratliff
HOUSTON, Texas
CFPChFC
Lance Eric Roberts
HOUSTON, Texas
Richard Michael Rosso
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
4 advisors

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Data sourced from SEC Form ADV filings. CLARITY FINANCIAL, LLC (CRD# 150661) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.