Clarity Financial, LLC

Clarity Financial, LLC (CRD# 150661) is a financial advisory firm headquartered in Houston, TX. They manage $211,999,999 in 486 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    212
    MILLION
  • Total Number of Accounts
    486
    ACCOUNTS
  • Average Account Value
    $436,214
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, LA, TX

Financial Advisors at Clarity Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Richard M. Rosso
CRD#: 1963110
2603 Augusta Dr., Ste 420, Houston, TX 77057
96
Wealthminder
score

Richard Rosso (CRD# 1963110) is an Investment Advisor Representative working at Clarity Financial, LLC in Houston, TX and has over 27 years of experience in the finance industry. Richard Rosso has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Connie Mack
CRD#: 4144361
2603 Augusta Dr., Ste 420, Houston, TX 77057
93
Wealthminder
score

Connie Mack (CRD# 4144361) is an Investment Advisor Representative working at Clarity Financial, LLC in Houston, TX and has over 16 years of experience in the finance industry.

3
Nancy A. Hetrick
CRD#: 3228023
2603 Augusta Dr., Ste 420, Houston, TX 77057
58
Wealthminder
score

Nancy Hetrick (CRD# 3228023) is an Investment Advisor Representative working at Clarity Financial, LLC in Houston, TX and has over 17 years of experience in the finance industry.

4
Lance E. Roberts
CRD#: 3068207
2603 Augusta Dr., Ste 420, Houston, TX 77057
58
Wealthminder
score

Lance Roberts (CRD# 3068207) is an Investment Advisor Representative working at Clarity Financial, LLC in Houston, TX and has over 17 years of experience in the finance industry.

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