Clarity Financial, LLC

Clarity Financial, LLC (CRD# 150661) is a financial advisory firm headquartered in Houston, TX. They manage $275,478,303 in 800 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    275
    MILLION
  • Total Number of Accounts
    800
    ACCOUNTS
  • Average Account Value
    $344,348
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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, FL, LA, TX

Financial Advisors at Clarity Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James D. Ratliff
CRD#: 4934772
11750 Katy Freeway, Suite 840, Houston, TX 77079
96
Wealthminder
score

James Ratliff (CRD# 4934772) is an Investment Advisor Representative working at Clarity Financial, LLC in Houston, TX and has over 12 years of experience in the finance industry. James Ratliff 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
Richard M. Rosso
CRD#: 1963110
11750 Katy Freeway, Suite 840, Houston, TX 77079
96
Wealthminder
score

Richard Rosso (CRD# 1963110) is an Investment Advisor Representative working at Clarity Financial, LLC in Houston, TX and has over 28 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.

3
Connie Mack
CRD#: 4144361
11750 Katy Freeway, Suite 840, Houston, TX 77079
93
Wealthminder
score

Connie Mack (CRD# 4144361) 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
11750 Katy Freeway, Suite 840, Houston, TX 77079
58
Wealthminder
score

Lance Roberts (CRD# 3068207) is an Investment Advisor Representative working at Clarity Financial, LLC in Houston, TX and has over 19 years of experience in the finance industry.

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