Clarity Wealth Development, LLC
Clarity Wealth Development, LLC (CRD# 155103) is a financial advisory firm headquartered in Corvallis, OR. They manage $72,325,423 in 594 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management72MILLION
Total Number of Accounts594ACCOUNTS
Average Account Value$121,760
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Kay Cole (CRD# 4997570) is an Investment Advisor Representative working at Clarity Wealth Development, LLC in Corvallis, OR and has over 10 years of experience in the finance industry.
Todd Porterfield (CRD# 2993639) is an Investment Advisor Representative working at Clarity Wealth Development, LLC in Portland, OR and has over 20 years of experience in the finance industry.